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

EverSource 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	–	Sell	-384	Closed	-$10.7K	–	4550
2026 Q1	$10.7K	Sell	384 -7,479	-95%	-$204K	﹤0.01%	2881
2025 Q4	$213K	Buy	+7,863	New	+$220K	0.01%	917
2023 Q2	–	Sell	-3	Closed	-$84	–	2614
2023 Q1	$84	Sell	3 -1,508	-100%	-$42.1K	﹤0.01%	2340
2022 Q4	$42K	Buy	+1,511	New	+$44K	0.01%	824

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 40.91% 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

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

EverSource Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026, closing a stake of 384 shares — an estimated $10.7K sold.

EverSource Wealth Advisors first reported a position in UUP in Q4 2022 and held it in 4 quarters. The position peaked at $213K in Q4 2025. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

EverSource Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 384 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $10.7K.
EverSource Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $213K in Q4 2025.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.