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 Q2	$1.92M	Sell	67,434 -50,650	-43%	-$1.41M	0.04%	432
2026 Q1	$3.28M	Buy	+118,084	New	+$3.22M	0.07%	270
2025 Q1	–	Sell	-21,430	Closed	-$635K	–	1167
2024 Q4	$635K	Buy	+21,430	New	+$633K	0.02%	622
2024 Q3	–	Sell	-17,107	Closed	-$494K	–	1157
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

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

Mutual Advisors's UUP Position: Q2 2026 in Review

Mutual Advisors reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 43% in Q2 2026, selling an estimated $1.41M and leaving 67,434 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #432.

Mutual Advisors first reported a position in UUP in Q3 2022 and has held it in 10 quarters since. The position peaked at $3.28M in Q1 2026. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Mutual Advisors held 67,434 shares of Invesco DB US Dollar Index Bullish Fund worth $1.92M as of Q2 2026.
Mutual Advisors sold 50,650 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $1.41M.
Invesco DB US Dollar Index Bullish Fund made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #432 holding.
Mutual Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2022 and has held it in 10 quarters since.
Mutual Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $3.28M in Q1 2026.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.