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Foundations Investment Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Foundations Investment 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 		$3.4M Buy
+119,686
New +$3.32M 0.04% 310
2025
Q3 		– Sell
-19,121
Closed -$514K – 1096
2025
Q2 		$514K Sell
19,121
-103,933
-84% -$2.86M 0.01% 570
2025
Q1 		$3.51M Sell
123,054
-520,939
-81% -$15.1M 0.06% 232
2024
Q4 		$18.9M Buy
+643,993
New +$19M 0.37% 64
2024
Q3 		– Sell
-65,758
Closed -$1.92M – 866
2024
Q2 		$1.92M Sell
65,758
-79,159
-55% -$2.28M 0.05% 239
2024
Q1 		$4.11M Buy
144,917
+131,700
+996% +$3.67M 0.11% 153
2023
Q4 		$366K Buy
+13,217
New +$387K 0.01% 503
2022
Q3 		– Sell
-35,149
Closed -$1M – 440
2022
Q2 		$1M Buy
+35,149
New +$964K 0.04% 143
2021
Q3 		– Sell
-24,875
Closed -$616K – 337
2021
Q2 		$616K Buy
24,875
+2,720
+12% +$66.6K 0.03% 145
2021
Q1 		$552K Sell
22,155
-2,086
-9% -$51.2K 0.03% 129
2020
Q4 		$588K Sell
24,241
-4,670,584
-99% -$116M 0.04% 107
2020
Q3 		$119M Buy
+4,694,825
New +$119M 26.13% 1
2020
Q2 		– Sell
-2,443,656
Closed -$66M – 177
2020
Q1 		$66M Buy
2,443,656
+2,405,204
+6,255% +$64M 7.65% 7
2019
Q4 		$1M Buy
38,452
+4,991
+15% +$133K 0.12% 71
2019
Q3 		$903K Buy
33,461
+14,949
+81% +$398K 0.12% 73
2019
Q2 		$484K Buy
18,512
+5,004
+37% +$131K 0.07% 87
2019
Q1 		$352K Buy
+13,508
New +$347K 0.06% 75

Other funds holding UUP

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foundations Investment Advisors's UUP Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026: 119,686 shares worth $3.4M. The stake represents 0.04% of the portfolio and ranks #310 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in UUP as recently as Q2 2025.

Foundations Investment Advisors first reported a position in UUP in Q1 2019 and has held it in 17 quarters since. The position peaked at $119M in Q3 2020. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

  • Foundations Investment Advisors held 119,686 shares of Invesco DB US Dollar Index Bullish Fund worth $3.4M as of Q2 2026.
  • Invesco DB US Dollar Index Bullish Fund was a new Foundations Investment Advisors position in Q2 2026.
  • Invesco DB US Dollar Index Bullish Fund made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #310 holding.
  • Foundations Investment Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2019 and has held it in 17 quarters since.
  • Foundations Investment Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $119M in Q3 2020.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

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