GWANC
UUP icon

Guardian Wealth Advisors (North Carolina)’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.52M Sell
53,582
-122
-0.2% -$3.38K 0.09% 134
2026
Q1 		$1.49M Buy
53,704
+2,007
+4% +$54.7K 0.09% 123
2025
Q4 		$1.4M Buy
51,697
+3,014
+6% +$84.1K 0.09% 126
2025
Q3 		$1.34M Buy
+48,683
New +$1.33M 0.09% 121

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 40.89% 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

Guardian Wealth Advisors (North Carolina)'s UUP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 0.23% in Q2 2026, selling an estimated $3.38K and leaving 53,582 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #134.

Guardian Wealth Advisors (North Carolina) first reported a position in UUP in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 53,582 shares of Invesco DB US Dollar Index Bullish Fund worth $1.52M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 122 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $3.38K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.09% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #134 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.