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

Provenance Wealth 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	$16.1K	Hold	568	–	–	﹤0.01%	312
2026 Q1	$15.8K	Hold	568	–	–	﹤0.01%	286
2025 Q4	$15.4K	Hold	568	–	–	﹤0.01%	283
2025 Q3	$15.6K	Hold	568	–	–	﹤0.01%	311
2025 Q2	$15.3K	Sell	568 -561	-50%	-$15.4K	﹤0.01%	290
2025 Q1	$32.2K	Hold	1,129	–	–	﹤0.01%	250
2024 Q4	$33.2K	Hold	1,129	–	–	﹤0.01%	243
2024 Q3	$31.8K	Sell	1,129 -564	-33%	-$16.1K	﹤0.01%	261
2024 Q2	$49.3K	Hold	1,693	–	–	0.01%	212
2024 Q1	$48K	Hold	1,693	–	–	0.01%	230
2023 Q4	$45.9K	Hold	1,693	–	–	0.01%	212
2023 Q3	$50.3K	Buy	+1,693	New	+$48.6K	0.01%	179

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

Provenance Wealth Advisors's UUP Position: Q2 2026 in Review

Provenance Wealth Advisors held its Invesco DB US Dollar Index Bullish Fund (UUP) position steady in Q2 2026 at 568 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Provenance Wealth Advisors first reported a position in UUP in Q3 2023 and has held it in 12 quarters since. The position peaked at $50.3K in Q3 2023. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Provenance Wealth Advisors held 568 shares of Invesco DB US Dollar Index Bullish Fund worth $16.1K as of Q2 2026.
Provenance Wealth Advisors left its Invesco DB US Dollar Index Bullish Fund share count unchanged in Q2 2026.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #312 holding.
Provenance Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $50.3K in Q3 2023.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.