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

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

LPL Financial's UUP Position: Q2 2026 in Review

LPL Financial reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 82% in Q2 2026, selling an estimated $6.07M and leaving 49,070 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #4122.

LPL Financial first reported a position in UUP in Q2 2013 and has held it in 53 quarters since. The position peaked at $58M in Q2 2013. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

  • LPL Financial held 49,070 shares of Invesco DB US Dollar Index Bullish Fund worth $1.39M as of Q2 2026.
  • LPL Financial sold 218,965 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $6.07M.
  • Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4122 holding.
  • LPL Financial first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Invesco DB US Dollar Index Bullish Fund position peaked at $58M in Q2 2013.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.