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

Mutual 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 Q1	$3.28M	Buy	+118,084	New	+$3.22M	0.07%	270
2025 Q1	–	Sell	-21,430	Closed	-$635K	–	1168
2024 Q4	$635K	Buy	+21,430	New	+$633K	0.02%	622
2024 Q3	–	Sell	-17,107	Closed	-$494K	–	1158
2024 Q2	$494K	Buy	+17,107	New	+$492K	0.01%	700
2024 Q1	–	Sell	-14,005	Closed	-$379K	–	1138
2023 Q4	$379K	Buy	14,005 +4,942	+55%	+$145K	0.01%	742
2023 Q3	$269K	Sell	9,063 -2,326	-20%	-$66.8K	0.01%	817
2023 Q2	$323K	Sell	11,389 -8,616	-43%	-$242K	0.01%	781
2023 Q1	$558K	Sell	20,005 -46,674	-70%	-$1.3M	0.02%	586
2022 Q4	$1.85M	Buy	66,679 +5,770	+9%	+$168K	0.08%	244
2022 Q3	$1.84M	Buy	+60,909	New	+$1.77M	0.09%	209

Other funds holding UUP

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B 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