IWM
UUP icon

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

IMG 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 		$4.57K Hold
164
– – ﹤0.01% 386
2025
Q4 		$4.44K Buy
164
+5
+3% +$140 ﹤0.01% 419
2025
Q3 		$4.37K Hold
159
– – ﹤0.01% 365
2025
Q2 		$4.27K Hold
159
– – ﹤0.01% 366
2025
Q1 		$4.53K Hold
159
– – ﹤0.01% 241
2024
Q4 		$4.67K Buy
+159
New +$4.7K ﹤0.01% 209

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

IMG Wealth Management's UUP Position: Q1 2026 in Review

IMG Wealth Management held its Invesco DB US Dollar Index Bullish Fund (UUP) position steady in Q1 2026 at 164 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

IMG Wealth Management first reported a position in UUP in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.67K in Q4 2024. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

  • IMG Wealth Management held 164 shares of Invesco DB US Dollar Index Bullish Fund worth $4.57K as of Q1 2026.
  • IMG Wealth Management left its Invesco DB US Dollar Index Bullish Fund share count unchanged in Q1 2026.
  • Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #386 holding.
  • IMG Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $4.67K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.