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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return