Baird Financial Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Baird Financial Group’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	-73,295	Closed	-$2.04M	–	1986
2026 Q1	$2.04M	Buy	73,295 +1,683	+2%	+$45.9K	﹤0.01%	1036
2025 Q4	$1.94M	Buy	71,612 +3,583	+5%	+$100K	﹤0.01%	1047
2025 Q3	$1.87M	Sell	68,029 -52,738	-44%	-$1.44M	﹤0.01%	1071
2025 Q2	$3.25M	Buy	+120,767	New	+$3.32M	0.01%	857
2023 Q1	–	Sell	-137,227	Closed	-$3.82M	–	1761
2022 Q4	$3.82M	Sell	137,227 -4,638	-3%	-$135K	0.01%	650
2022 Q3	$4.28M	Buy	141,865 +101,217	+249%	+$2.93M	0.01%	601
2022 Q2	$1.14M	Buy	40,648 +11,039	+37%	+$303K	﹤0.01%	1038
2022 Q1	$779K	Buy	29,609 +11,898	+67%	+$309K	﹤0.01%	1254
2021 Q4	$454K	Buy	+17,711	New	+$452K	﹤0.01%	1514
2016 Q4	–	Sell	-62,287	Closed	-$1.54M	–	1263
2016 Q3	$1.54M	Sell	62,287 -1,062	-2%	-$26.3K	0.01%	628
2016 Q2	$1.57M	Buy	+63,349	New	+$1.55M	0.01%	618

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 40.89% 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

Baird Financial Group's UUP Position: Q2 2026 in Review

Baird Financial Group sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026, closing a stake of 73,295 shares — an estimated $2.04M sold.

Baird Financial Group first reported a position in UUP in Q2 2016 and held it in 11 quarters. The position peaked at $4.28M in Q3 2022. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Baird Financial Group reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2026 after selling out during the quarter.
Baird Financial Group sold 73,295 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $2.04M.
Baird Financial Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2016 and held it in 11 quarters.
Baird Financial Group's Invesco DB US Dollar Index Bullish Fund position peaked at $4.28M in Q3 2022.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.