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 Q2	$95.9K	Hold	3,376	–	–	0.05%	107
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

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Delos Wealth Advisors's UUP Position: Q2 2026 in Review

Delos Wealth Advisors held its Invesco DB US Dollar Index Bullish Fund (UUP) position steady in Q2 2026 at 3,376 shares worth $95.9K. The position accounts for 0.05% of the portfolio, ranked #107.

Delos Wealth Advisors first reported a position in UUP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q3 2023. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Delos Wealth Advisors held 3,376 shares of Invesco DB US Dollar Index Bullish Fund worth $95.9K as of Q2 2026.
Delos Wealth Advisors left its Invesco DB US Dollar Index Bullish Fund share count unchanged in Q2 2026.
Invesco DB US Dollar Index Bullish Fund made up 0.05% of Delos Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Delos Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2023 and has held it in 13 quarters since.
Delos Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $1.55M in Q3 2023.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.