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 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

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

Pettinga Financial Advisors's UUP Position: Q2 2026 in Review

Pettinga Financial Advisors increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 20% in Q2 2026, buying an estimated $638K and bringing the position to 137,690 shares worth $3.91M. The position accounts for 0.63% of the portfolio, ranked #37.

Pettinga Financial Advisors first reported a position in UUP in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.24M in Q3 2021. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Pettinga Financial Advisors held 137,690 shares of Invesco DB US Dollar Index Bullish Fund worth $3.91M as of Q2 2026.
Pettinga Financial Advisors bought 23,015 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $638K.
Invesco DB US Dollar Index Bullish Fund made up 0.63% of Pettinga Financial Advisors's portfolio in Q2 2026, its #37 holding.
Pettinga Financial Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2020 and has held it in 13 quarters since.
Pettinga Financial Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $4.24M in Q3 2021.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.