Cerity Partners
UUP icon

Cerity Partners’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Cerity Partners’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 		$205K Buy
+7,232
New +$201K ﹤0.01% 3036
2025
Q4 		– Sell
-10,105
Closed -$278K – 3021
2025
Q3 		$278K Buy
+10,105
New +$277K ﹤0.01% 2332

Other funds holding UUP

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
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
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Cerity Partners's UUP Position: Q2 2026 in Review

Cerity Partners opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026: 7,232 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #3036 among its holdings. This is a return to the name: Cerity Partners previously reported a position in UUP as recently as Q3 2025.

Cerity Partners first reported a position in UUP in Q3 2025 and has held it in 2 quarters since. The position peaked at $278K in Q3 2025. 67 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

  • Cerity Partners held 7,232 shares of Invesco DB US Dollar Index Bullish Fund worth $205K as of Q2 2026.
  • Invesco DB US Dollar Index Bullish Fund was a new Cerity Partners position in Q2 2026.
  • Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3036 holding.
  • Cerity Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2025 and has held it in 2 quarters since.
  • Cerity Partners's Invesco DB US Dollar Index Bullish Fund position peaked at $278K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.