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
2026 Q2	$3.9K	Buy	+137	New	+$3.8K	﹤0.01%	3775
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

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Global Retirement Partners's UUP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026: 137 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #3775 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UUP as recently as Q4 2025.

Global Retirement Partners first reported a position in UUP in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q3 2022. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Global Retirement Partners held 137 shares of Invesco DB US Dollar Index Bullish Fund worth $3.9K as of Q2 2026.
Invesco DB US Dollar Index Bullish Fund was a new Global Retirement Partners position in Q2 2026.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3775 holding.
Global Retirement Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Invesco DB US Dollar Index Bullish Fund position peaked at $1.29M in Q3 2022.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.