National Wealth Management Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

National Wealth Management Group’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	–	Sell	-10,103	Closed	-$273K	–	258
2025 Q4	$273K	Buy	+10,103	New	+$282K	0.09%	194
2022 Q4	–	Sell	-15,541	Closed	-$469K	–	164
2022 Q3	$469K	Buy	15,541 +896	+6%	+$26K	0.61%	43
2022 Q2	$409K	Buy	14,645 +3,533	+32%	+$96.9K	0.52%	55
2022 Q1	$292K	Buy	11,112 +1,723	+18%	+$44.7K	0.28%	79
2021 Q4	$241K	Buy	+9,389	New	+$240K	0.23%	108

Other funds holding UUP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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 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 $40.1B AUM 58.22% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Wealth Management Group's UUP Position: Q1 2026 in Review

National Wealth Management Group sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2026, closing a stake of 10,103 shares — an estimated $273K sold.

National Wealth Management Group first reported a position in UUP in Q4 2021 and held it in 5 quarters. The position peaked at $469K in Q3 2022. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

National Wealth Management Group reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2026 after selling out during the quarter.
National Wealth Management Group sold 10,103 Invesco DB US Dollar Index Bullish Fund shares in Q1 2026, an estimated $273K.
National Wealth Management Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2021 and held it in 5 quarters.
National Wealth Management Group's Invesco DB US Dollar Index Bullish Fund position peaked at $469K in Q3 2022.
89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.