PFA
UUP icon

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

Pettinga Financial 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
Q3 		$4.17M Buy
144,940
+7,250
+5% +$205K 0.69% 32
2026
Q2 		$3.91M Buy
137,690
+23,015
+20% +$638K 0.63% 37
2026
Q1 		$3.19M Buy
114,675
+48,270
+73% +$1.32M 0.6% 40
2025
Q4 		$1.79M Buy
66,405
+285
+0.4% +$7.96K 0.34% 51
2025
Q3 		$1.82M Buy
66,120
+8,845
+15% +$242K 0.35% 52
2025
Q2 		$1.54M Sell
57,275
-14,900
-21% -$410K 0.34% 49
2025
Q1 		$2.06M Buy
72,175
+44,825
+164% +$1.3M 0.48% 46
2024
Q4 		$805K Buy
+27,350
New +$808K 0.18% 64
2022
Q2 		– Sell
-144,250
Closed -$3.79M – 111
2022
Q1 		$3.79M Sell
144,250
-18,400
-11% -$477K 0.95% 27
2021
Q4 		$4.17M Sell
162,650
-5,000
-3% -$128K 1.01% 26
2021
Q3 		$4.24M Buy
167,650
+126,225
+305% +$3.15M 1.08% 24
2021
Q2 		$1.03M Buy
41,425
+11,625
+39% +$285K 0.28% 49
2021
Q1 		$749K Buy
29,800
+2,700
+10% +$66.2K 0.22% 56
2020
Q4 		$657K Buy
+27,100
New +$674K 0.24% 52

Other funds holding UUP

FIG
FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Pettinga Financial Advisors's UUP Position: Q3 2026 in Review

Pettinga Financial Advisors increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 5.3% in Q3 2026, buying an estimated $205K and bringing the position to 144,940 shares worth $4.17M. The position accounts for 0.69% of the portfolio, ranked #32.

Pettinga Financial Advisors first reported a position in UUP in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.24M in Q3 2021. 6 funds tracked by Wall St. Rank hold UUP as of Q3 2026.

  • Pettinga Financial Advisors held 144,940 shares of Invesco DB US Dollar Index Bullish Fund worth $4.17M as of Q3 2026.
  • Pettinga Financial Advisors bought 7,250 Invesco DB US Dollar Index Bullish Fund shares in Q3 2026, an estimated $205K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.69% of Pettinga Financial Advisors's portfolio in Q3 2026, its #32 holding.
  • Pettinga Financial Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2020 and has held it in 14 quarters since.
  • Pettinga Financial Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $4.24M in Q3 2021.
  • 6 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.