Briaud Financial Planning’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-124	Closed	-$3K	–	323
2025 Q2	$3K	Hold	124	–	–	﹤0.01%	313
2025 Q1	$3K	Hold	124	–	–	﹤0.01%	181
2024 Q4	$3K	Hold	124	–	–	﹤0.01%	180
2024 Q3	$3K	Hold	124	–	–	﹤0.01%	123
2024 Q2	$3K	Hold	124	–	–	﹤0.01%	124
2024 Q1	$4K	Buy	+124	New	+$3.46K	﹤0.01%	111
2023 Q4	–	Sell	-124	Closed	-$3K	–	154
2023 Q3	$3K	Buy	+124	New	+$3.56K	﹤0.01%	127

Other funds holding UUP

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

ETC

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

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

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Briaud Financial Planning's UUP Position: Q3 2025 in Review

Briaud Financial Planning sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2025, closing a stake of 124 shares — an estimated $3K sold.

Briaud Financial Planning first reported a position in UUP in Q3 2023 and held it in 7 quarters. The position peaked at $4K in Q1 2024. 65 funds tracked by Wall St. Rank hold UUP as of Q3 2025.

Briaud Financial Planning reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 124 Invesco DB US Dollar Index Bullish Fund shares in Q3 2025, an estimated $3K.
Briaud Financial Planning first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Invesco DB US Dollar Index Bullish Fund position peaked at $4K in Q1 2024.
65 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.