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

NewEdge 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	–	Sell	-18,787	Closed	-$522K	–	4395
2026 Q1	$522K	Buy	+18,787	New	+$512K	﹤0.01%	1959
2025 Q1	–	Sell	-119,200	Closed	-$3.51M	–	4113
2024 Q4	$3.51M	Buy	+119,200	New	+$3.52M	0.02%	613
2024 Q2	–	Sell	-950	Closed	-$27K	–	4010
2024 Q1	$27K	Hold	950	–	–	﹤0.01%	2518
2023 Q4	$25.7K	Buy	+950	New	+$27.8K	﹤0.01%	2478
2023 Q2	–	Sell	-44,848	Closed	-$1.25M	–	3637
2023 Q1	$1.25M	Buy	44,848 +37,937	+549%	+$1.06M	0.02%	700
2022 Q4	$39.9K	Buy	+6,911	New	+$201K	﹤0.01%	1813
2022 Q3	–	Sell	-82,085	Closed	-$2.3M	–	1664
2022 Q2	$2.3M	Buy	+82,085	New	+$2.25M	0.04%	407
2020 Q2	–	Sell	-19,732	Closed	-$529K	–	944
2020 Q1	$529K	Buy	+19,732	New	+$525K	0.03%	439

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

NewEdge Advisors's UUP Position: Q2 2026 in Review

NewEdge Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026, closing a stake of 18,787 shares — an estimated $522K sold.

NewEdge Advisors first reported a position in UUP in Q1 2020 and held it in 8 quarters. The position peaked at $3.51M in Q4 2024. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

NewEdge Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 18,787 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $522K.
NewEdge Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2020 and held it in 8 quarters.
NewEdge Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $3.51M in Q4 2024.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.