MAI Capital Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

MAI Capital 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 Q2	–	Sell	-100	Closed	-$2.78K	–	4602
2026 Q1	$2.78K	Hold	100	–	–	﹤0.01%	3795
2025 Q4	$2.7K	Sell	100 -20	-17%	-$558	﹤0.01%	3340
2025 Q3	$3.3K	Hold	120	–	–	﹤0.01%	3167
2025 Q2	$3.23K	Hold	120	–	–	﹤0.01%	3252
2025 Q1	$3.42K	Hold	120	–	–	﹤0.01%	2838
2024 Q4	$3.53K	Buy	+120	New	+$3.54K	﹤0.01%	2889

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 40.91% 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

MAI Capital Management's UUP Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026, closing a stake of 100 shares — an estimated $2.78K sold.

MAI Capital Management first reported a position in UUP in Q4 2024 and held it in 6 quarters. The position peaked at $3.53K in Q4 2024. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

MAI Capital Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 100 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $2.78K.
MAI Capital Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Invesco DB US Dollar Index Bullish Fund position peaked at $3.53K in Q4 2024.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.