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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
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

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

Guardian Wealth Advisors (North Carolina)'s UUP Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 3.9% in Q1 2026, buying an estimated $54.7K and bringing the position to 53,704 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #123.

Guardian Wealth Advisors (North Carolina) first reported a position in UUP in Q3 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 53,704 shares of Invesco DB US Dollar Index Bullish Fund worth $1.49M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 2,007 Invesco DB US Dollar Index Bullish Fund shares in Q1 2026, an estimated $54.7K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.09% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #123 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 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.