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 Q3	$4.73K	Hold	164	–	–	﹤0.01%	417
2026 Q2	$4.67K	Hold	164	–	–	﹤0.01%	411
2026 Q1	$4.56K	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

Sollinda Capital Management Miami, Florida $453M AUM 10.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

IMG Wealth Management's UUP Position: Q3 2026 in Review

IMG Wealth Management held its Invesco DB US Dollar Index Bullish Fund (UUP) position steady in Q3 2026 at 164 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

IMG Wealth Management first reported a position in UUP in Q4 2024 and has held it in 8 quarters since. 33 funds tracked by Wall St. Rank hold UUP as of Q3 2026.

IMG Wealth Management held 164 shares of Invesco DB US Dollar Index Bullish Fund worth $4.73K as of Q3 2026.
IMG Wealth Management left its Invesco DB US Dollar Index Bullish Fund share count unchanged in Q3 2026.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #417 holding.
IMG Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2024 and has held it in 8 quarters since.
33 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.