GM
UUP icon

GeoWealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

GeoWealth Management’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
Q2 		– Sell
-15,598
Closed -$445K – 1291
2025
Q1 		$445K Buy
15,598
+12,756
+449% +$371K 0.02% 446
2024
Q4 		$83.6K Buy
+2,842
New +$84K ﹤0.01% 1018
2024
Q2 		– Sell
-574
Closed -$16.3K – 948
2024
Q1 		$16.3K Buy
574
+401
+232% +$11.2K ﹤0.01% 828
2023
Q4 		$4K Buy
+173
New +$5.06K ﹤0.01% 663
2022
Q3 		– Sell
-1,131
Closed -$32K – 376
2022
Q2 		$32K Buy
+1,131
New +$31K ﹤0.01% 282
2021
Q3 		– Sell
-10,502
Closed -$261K – 403
2021
Q2 		$261K Sell
10,502
-63
-0.6% -$1.54K 0.03% 189
2021
Q1 		$265K Sell
10,565
-5,780
-35% -$142K 0.04% 166
2020
Q4 		$390K Sell
16,345
-713,002
-98% -$17.7M 0.06% 157
2020
Q3 		$18.5M Buy
+729,347
New +$18.5M 5.59% 2

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return
MIC
Maxi Investments CY Limassol, Cyprus $494M AUM 21.74% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

GeoWealth Management's UUP Position: Q2 2025 in Review

GeoWealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2025, closing a stake of 15,598 shares — an estimated $445K sold.

GeoWealth Management first reported a position in UUP in Q3 2020 and held it in 9 quarters. The position peaked at $18.5M in Q3 2020. 79 funds tracked by Wall St. Rank hold UUP as of Q2 2025.

  • GeoWealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 15,598 Invesco DB US Dollar Index Bullish Fund shares in Q2 2025, an estimated $445K.
  • GeoWealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2020 and held it in 9 quarters.
  • GeoWealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $18.5M in Q3 2020.
  • 79 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.