B. Riley Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

B. Riley Wealth Advisors’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
2026 Q2	–	Sell	-52,420	Closed	-$1.47M	–	1005
2026 Q1	$1.47M	Buy	+52,420	New	+$1.43M	0.09%	211
2023 Q1	–	Sell	-31,881	Closed	-$887K	–	1620
2022 Q4	$887K	Sell	31,881 -13,221	-29%	-$385K	0.02%	576
2022 Q3	$1.36M	Buy	+45,102	New	+$1.31M	0.04%	412
2015 Q1	–	Sell	-1,000	Closed	-$24K	–	1921
2014 Q4	$24K	Buy	+1,000	New	+$23.2K	﹤0.01%	2470

Other funds holding UUP

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

B. Riley Wealth Advisors's UUP Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026, closing a stake of 52,420 shares — an estimated $1.47M sold.

B. Riley Wealth Advisors first reported a position in UUP in Q4 2014 and held it in 4 quarters. The position peaked at $1.47M in Q1 2026. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

B. Riley Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 52,420 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $1.47M.
B. Riley Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2014 and held it in 4 quarters.
B. Riley Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $1.47M in Q1 2026.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.