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Ehrlich Financial Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Ehrlich Financial Group’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 		– Sell
-22,511
Closed -$608K – 124
2025
Q4 		$608K Buy
+22,511
New +$628K 0.35% 61

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TI
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IMC Chicago
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

Ehrlich Financial Group's UUP Position: Q1 2026 in Review

Ehrlich Financial Group sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2026, closing a stake of 22,511 shares — an estimated $608K sold.

Ehrlich Financial Group first reported a position in UUP in Q4 2025 and held it in 1 quarter. The position peaked at $608K in Q4 2025. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

  • Ehrlich Financial Group reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 22,511 Invesco DB US Dollar Index Bullish Fund shares in Q1 2026, an estimated $608K.
  • Ehrlich Financial Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2025 and held it in 1 quarter.
  • Ehrlich Financial Group's Invesco DB US Dollar Index Bullish Fund position peaked at $608K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.