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Golden State Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Golden State Wealth 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
2026
Q1 		– Sell
-975
Closed -$26.4K – 1730
2025
Q4 		$26.4K Hold
975
– – ﹤0.01% 860
2025
Q3 		$26.8K Buy
975
+675
+225% +$18.5K ﹤0.01% 842
2025
Q2 		$8.06K Hold
300
– – ﹤0.01% 1127
2025
Q1 		$8.56K Hold
300
– – ﹤0.01% 1035
2024
Q4 		$8.83K Buy
+300
New +$8.86K ﹤0.01% 992

Other funds holding UUP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Golden State Wealth Management's UUP Position: Q1 2026 in Review

Golden State Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2026, closing a stake of 975 shares — an estimated $26.4K sold.

Golden State Wealth Management first reported a position in UUP in Q4 2024 and held it in 5 quarters. The position peaked at $26.8K in Q3 2025. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

  • Golden State Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 975 Invesco DB US Dollar Index Bullish Fund shares in Q1 2026, an estimated $26.4K.
  • Golden State Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2024 and held it in 5 quarters.
  • Golden State Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $26.8K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.