Delos Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Delos Wealth Advisors’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 Q1	$93.8K	Hold	3,376	–	–	0.05%	108
2025 Q4	$91.3K	Sell	3,376 -326	-9%	-$9.1K	0.06%	73
2025 Q3	$102K	Hold	3,702	–	–	0.07%	77
2025 Q2	$99.5K	Buy	+3,702	New	+$102K	0.08%	72
2025 Q1	–	Sell	-3,702	Closed	-$109K	–	180
2024 Q4	$109K	Sell	3,702 -104	-3%	-$3.07K	0.09%	59
2024 Q3	$107K	Sell	3,806 -381	-9%	-$10.8K	0.09%	68
2024 Q2	$122K	Sell	4,187 -4,985	-54%	-$143K	0.12%	65
2024 Q1	$260K	Sell	9,172 -42,677	-82%	-$1.19M	0.29%	41
2023 Q4	$1.4M	Sell	51,849 -1,822	-3%	-$53.3K	2.04%	17
2023 Q3	$1.55M	Sell	53,671 -662	-1%	-$19K	1.88%	17
2023 Q2	$1.54M	Buy	54,333 +1,752	+3%	+$49.2K	1.97%	16
2023 Q1	$1.47M	Buy	+52,581	New	+$1.47M	1.85%	17

Other funds holding UUP

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return