LPL Financial
UUP icon

LPL Financial’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

LPL Financial’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
2023
Q1 		– Sell
-12,600
Closed -$350K – 4594
2022
Q4 		$350K Buy
12,600
+1,600
+15% +$46.6K ﹤0.01% 3546
2022
Q3 		$332K Buy
+11,000
New +$319K ﹤0.01% 3492

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

LPL Financial's UUP Position: Q1 2026 in Review

LPL Financial increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 161% in Q1 2026, buying an estimated $4.51M and bringing the position to 268,035 shares worth $7.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

LPL Financial first reported a position in UUP in Q2 2013 and has held it in 52 quarters since. The position peaked at $58M in Q2 2013. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

  • LPL Financial held 268,035 shares of Invesco DB US Dollar Index Bullish Fund worth $7.45M as of Q1 2026.
  • LPL Financial bought 165,461 Invesco DB US Dollar Index Bullish Fund shares in Q1 2026, an estimated $4.51M.
  • Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2260 holding.
  • LPL Financial first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Invesco DB US Dollar Index Bullish Fund position peaked at $58M in Q2 2013.
  • 89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.