Capstone Capital Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Capstone Capital Management’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 Q3	$1.08M	Buy	+37,600	New	+$1.06M	0.44%	50

Other funds holding UUP

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Quantum Financial Partners Overland Park, Kansas $194M AUM

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Capstone Capital Management's UUP Position: Q3 2026 in Review

Capstone Capital Management opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2026: 37,600 shares worth $1.08M. The stake represents 0.44% of the portfolio and ranks #50 among its holdings.

12 funds tracked by Wall St. Rank hold UUP as of Q3 2026.

Capstone Capital Management held 37,600 shares of Invesco DB US Dollar Index Bullish Fund worth $1.08M as of Q3 2026.
Invesco DB US Dollar Index Bullish Fund was a new Capstone Capital Management position in Q3 2026.
Invesco DB US Dollar Index Bullish Fund made up 0.44% of Capstone Capital Management's portfolio in Q3 2026, its #50 holding.
12 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2026.

Based on Capstone Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.