Farther Finance Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Farther Finance 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	$1.45M	Buy	52,413 +8,717	+20%	+$238K	0.01%	790
2025 Q4	$1.18M	Buy	43,696 +43,149	+7,888%	+$1.2M	0.01%	801
2025 Q3	$15K	Buy	547 +371	+211%	+$10.2K	﹤0.01%	3212
2025 Q2	$4.73K	Hold	176	–	–	﹤0.01%	3378
2025 Q1	$5.03K	Sell	176 -1	-0.6%	-$29	﹤0.01%	3064
2024 Q4	$5.21K	Hold	177	–	–	﹤0.01%	2648
2024 Q3	$4.99K	Hold	177	–	–	﹤0.01%	2647
2024 Q2	$5.16K	Buy	177 +8	+5%	+$230	﹤0.01%	2384
2024 Q1	$4.81K	Buy	169 +98	+138%	+$2.73K	﹤0.01%	2084
2023 Q4	$1.92K	Hold	71	–	–	﹤0.01%	2444
2023 Q3	$2.11K	Buy	71 +1	+1%	+$29	﹤0.01%	1838
2023 Q2	$1.99K	Sell	70 -232	-77%	-$6.51K	﹤0.01%	1755
2023 Q1	$8.42K	Buy	+302	New	+$8.44K	﹤0.01%	1168

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