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

Kovack 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 		$737K Sell
25,852
-37,490
-59% -$1.04M 0.04% 485
2026
Q1 		$1.76M Buy
63,342
+35,026
+124% +$955K 0.09% 214
2025
Q4 		$765K Buy
28,316
+13,862
+96% +$387K 0.04% 460
2025
Q3 		$398K Hold
14,454
– – 0.04% 389
2025
Q2 		$389K Buy
14,454
+7,400
+105% +$204K 0.04% 396
2025
Q1 		$201K Hold
7,054
– – 0.02% 531
2024
Q4 		$208K Sell
7,054
-157
-2% -$4.64K 0.02% 558
2024
Q3 		$203K Sell
7,211
-868
-11% -$24.7K 0.02% 541
2024
Q2 		$235K Buy
+8,079
New +$232K 0.03% 482
2024
Q1 		– Sell
-8,877
Closed -$240K – 601
2023
Q4 		$240K Sell
8,877
-161
-2% -$4.71K 0.03% 477
2023
Q3 		$269K Hold
9,038
– – 0.04% 419
2023
Q2 		$256K Hold
9,038
– – 0.03% 453
2023
Q1 		$252K Sell
9,038
-805
-8% -$22.5K 0.03% 452
2022
Q4 		$274K Hold
9,843
– – 0.04% 426
2022
Q3 		$297K Buy
9,843
+105
+1% +$3.04K 0.04% 410
2022
Q2 		$272K Hold
9,738
– – 0.04% 481
2022
Q1 		$256K Buy
9,738
+12
+0.1% +$311 0.03% 573
2021
Q4 		$249K Buy
9,726
+592
+6% +$15.1K 0.02% 587
2021
Q3 		$231K Buy
9,134
+233
+3% +$5.81K 0.03% 613
2021
Q2 		$221K Buy
8,901
+426
+5% +$10.4K 0.03% 611
2021
Q1 		$213K Buy
+8,475
New +$208K 0.03% 566

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

Kovack Advisors's UUP Position: Q2 2026 in Review

Kovack Advisors reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 59% in Q2 2026, selling an estimated $1.04M and leaving 25,852 shares worth $737K. The position accounts for 0.04% of the portfolio, ranked #485.

Kovack Advisors first reported a position in UUP in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.76M in Q1 2026. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

  • Kovack Advisors held 25,852 shares of Invesco DB US Dollar Index Bullish Fund worth $737K as of Q2 2026.
  • Kovack Advisors sold 37,490 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $1.04M.
  • Invesco DB US Dollar Index Bullish Fund made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #485 holding.
  • Kovack Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2021 and has held it in 21 quarters since.
  • Kovack Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $1.76M in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.