IPG Investment Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

IPG Investment Advisors’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	$746K	Buy	+26,256	New	+$728K	0.11%	140
2020 Q2	–	Sell	-66,154	Closed	-$1.77M	–	155
2020 Q1	$1.77M	Buy	+66,154	New	+$1.76M	0.75%	32
2018 Q1	–	Sell	-87,147	Closed	-$2.09M	–	173
2017 Q4	$2.09M	Sell	87,147 -101,432	-54%	-$2.47M	0.87%	25
2017 Q3	$4.56M	Sell	188,579 -1,268	-0.7%	-$30.7K	1.57%	22
2017 Q2	$4.7M	Buy	189,847 +38,329	+25%	+$974K	1.89%	19
2017 Q1	$3.93M	Buy	+151,518	New	+$3.95M	1.77%	17

Other funds holding UUP

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IPG Investment Advisors's UUP Position: Q2 2026 in Review

IPG Investment Advisors opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026: 26,256 shares worth $746K. The stake represents 0.11% of the portfolio and ranks #140 among its holdings. This is a return to the name: IPG Investment Advisors previously reported a position in UUP as recently as Q1 2020.

IPG Investment Advisors first reported a position in UUP in Q1 2017 and has held it in 6 quarters since. The position peaked at $4.7M in Q2 2017. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

IPG Investment Advisors held 26,256 shares of Invesco DB US Dollar Index Bullish Fund worth $746K as of Q2 2026.
Invesco DB US Dollar Index Bullish Fund was a new IPG Investment Advisors position in Q2 2026.
Invesco DB US Dollar Index Bullish Fund made up 0.11% of IPG Investment Advisors's portfolio in Q2 2026, its #140 holding.
IPG Investment Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2017 and has held it in 6 quarters since.
IPG Investment Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $4.7M in Q2 2017.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.