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Focus Financial Network’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Focus Financial Network’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
2025
Q4 		– Sell
-10,397
Closed -$286K – 767
2025
Q3 		$286K Sell
10,397
-694
-6% -$19K 0.01% 619
2025
Q2 		$298K Sell
11,091
-1,301
-10% -$35.8K 0.01% 573
2025
Q1 		$354K Sell
12,392
-201
-2% -$5.84K 0.01% 503
2024
Q4 		$370K Hold
12,593
– – 0.01% 491
2024
Q3 		$355K Buy
12,593
+345
+3% +$9.82K 0.01% 495
2024
Q2 		$350K Sell
12,248
-1,129
-8% -$32.4K 0.02% 488
2024
Q1 		$387K Hold
13,377
– – 0.02% 432
2023
Q4 		$362K Hold
13,377
– – 0.01% 526
2023
Q3 		$398K Sell
13,377
-4,775
-26% -$137K 0.02% 399
2023
Q2 		$515K Sell
18,152
-2,598
-13% -$72.9K 0.03% 360
2023
Q1 		$579K Buy
20,750
+409
+2% +$11.4K 0.04% 325
2022
Q4 		$566K Buy
20,341
+33
+0.2% +$961 0.05% 267
2022
Q3 		$612K Buy
+20,308
New +$588K 0.05% 254
2022
Q1 		– Sell
-13,886
Closed -$356K – 609
2021
Q4 		$356K Buy
13,886
+733
+6% +$18.7K 0.05% 265
2021
Q3 		$333K Buy
13,153
+711
+6% +$17.7K 0.04% 322
2021
Q2 		$309K Sell
12,442
-1,381
-10% -$33.8K 0.04% 339
2021
Q1 		$347K Buy
+13,823
New +$339K 0.04% 317

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Focus Financial Network's UUP Position: Q4 2025 in Review

Focus Financial Network sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2025, closing a stake of 10,397 shares — an estimated $286K sold.

Focus Financial Network first reported a position in UUP in Q1 2021 and held it in 17 quarters. The position peaked at $612K in Q3 2022. 77 funds tracked by Wall St. Rank hold UUP as of Q4 2025.

  • Focus Financial Network reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2025 after selling out during the quarter.
  • Focus Financial Network sold 10,397 Invesco DB US Dollar Index Bullish Fund shares in Q4 2025, an estimated $286K.
  • Focus Financial Network first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2021 and held it in 17 quarters.
  • Focus Financial Network's Invesco DB US Dollar Index Bullish Fund position peaked at $612K in Q3 2022.
  • 77 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.