Avantax Advisory Services’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Avantax Advisory Services’s Portfolio UUP Stock Details UUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$322K	Hold	11,984	–	–	﹤0.01%	1851
2025 Q1	$342K	Buy	11,984 +1,904	+19%	+$55.4K	﹤0.01%	1745
2024 Q4	$297K	Buy	10,080 +61	+0.6%	+$1.8K	﹤0.01%	1786
2024 Q3	$282K	Buy	10,019 +54	+0.5%	+$1.54K	﹤0.01%	1804
2024 Q2	$290K	Buy	9,965 +198	+2%	+$5.69K	﹤0.01%	1717
2024 Q1	$277K	Buy	+9,767	New	+$272K	﹤0.01%	1345
2023 Q4	–	Sell	-7,076	Closed	-$210K	–	1677
2023 Q3	$210K	Sell	7,076 -359	-5%	-$10.3K	﹤0.01%	1401
2023 Q2	$211K	Hold	7,435	–	–	﹤0.01%	1378
2023 Q1	$207K	Sell	7,435 -146	-2%	-$4.08K	﹤0.01%	1359
2022 Q4	$211K	Buy	7,581 +505	+7%	+$14.7K	﹤0.01%	1280
2022 Q3	$213K	Buy	+7,076	New	+$205K	﹤0.01%	1184
2020 Q4	–	Sell	-10,375	Closed	-$264K	–	1339
2020 Q3	$264K	Buy	+10,375	New	+$264K	﹤0.01%	1089

Other funds holding UUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

MIC

Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Avantax Advisory Services's UUP Position: Q2 2025 in Review

Avantax Advisory Services held its Invesco DB US Dollar Index Bullish Fund (UUP) position steady in Q2 2025 at 11,984 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Avantax Advisory Services first reported a position in UUP in Q3 2020 and has held it in 12 quarters since. The position peaked at $342K in Q1 2025. 79 funds tracked by Wall St. Rank hold UUP as of Q2 2025.

Avantax Advisory Services held 11,984 shares of Invesco DB US Dollar Index Bullish Fund worth $322K as of Q2 2025.
Avantax Advisory Services left its Invesco DB US Dollar Index Bullish Fund share count unchanged in Q2 2025.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1851 holding.
Avantax Advisory Services first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2020 and has held it in 12 quarters since.
Avantax Advisory Services's Invesco DB US Dollar Index Bullish Fund position peaked at $342K in Q1 2025.
79 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.