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Cornerstone Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Cornerstone Wealth 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
Q2 		$1.9M Buy
66,741
+5,100
+8% +$141K 0.08% 221
2026
Q1 		$1.71M Buy
+61,641
New +$1.68M 0.09% 212

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

Cornerstone Wealth Management's UUP Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 8.3% in Q2 2026, buying an estimated $141K and bringing the position to 66,741 shares worth $1.9M. The position accounts for 0.08% of the portfolio, ranked #221.

Cornerstone Wealth Management first reported a position in UUP in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

  • Cornerstone Wealth Management held 66,741 shares of Invesco DB US Dollar Index Bullish Fund worth $1.9M as of Q2 2026.
  • Cornerstone Wealth Management bought 5,100 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $141K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.08% of Cornerstone Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Cornerstone Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.