Global Retirement Partners’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Global Retirement Partners’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	$366K	Sell	13,537 -14,797	-52%	-$413K	0.01%	1129
2025 Q3	$779K	Buy	28,334 +28,201	+21,204%	+$772K	0.02%	616
2025 Q2	$3.57K	Buy	+133	New	+$3.66K	﹤0.01%	3029
2024 Q4	$3.9K	Buy	133 +6	+5%	+$177	﹤0.01%	2801
2024 Q3	$3.58K	Hold	127	–	–	﹤0.01%	2709
2024 Q2	$3.7K	Hold	127	–	–	﹤0.01%	2747
2024 Q1	$3.6K	Sell	127 -7,877	-98%	-$220K	﹤0.01%	2534
2023 Q4	$222K	Buy	8,004 +1,000	+14%	+$29.3K	0.01%	722
2023 Q3	$209K	Buy	7,004 +6,885	+5,786%	+$198K	0.01%	648
2023 Q2	$3.38K	Hold	119	–	–	﹤0.01%	2348
2023 Q1	$3.3K	Hold	119	–	–	﹤0.01%	2315
2022 Q4	$3.32K	Sell	119 -42,870	-100%	-$1.25M	﹤0.01%	2170
2022 Q3	$1.29M	Buy	42,989 +42,871	+36,331%	+$1.24M	0.1%	210
2022 Q2	$3K	Hold	118	–	–	﹤0.01%	2115
2022 Q1	$3K	Buy	+118	New	+$3.06K	﹤0.01%	2112

Other funds holding UUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Global Retirement Partners's UUP Position: Q4 2025 in Review

Global Retirement Partners reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 52% in Q4 2025, selling an estimated $413K and leaving 13,537 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1129.

Global Retirement Partners first reported a position in UUP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q3 2022. 77 funds tracked by Wall St. Rank hold UUP as of Q4 2025.

Global Retirement Partners held 13,537 shares of Invesco DB US Dollar Index Bullish Fund worth $366K as of Q4 2025.
Global Retirement Partners sold 14,797 Invesco DB US Dollar Index Bullish Fund shares in Q4 2025, an estimated $413K.
Invesco DB US Dollar Index Bullish Fund made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1129 holding.
Global Retirement Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Invesco DB US Dollar Index Bullish Fund position peaked at $1.29M in Q3 2022.
77 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.