Retirement Financial Solutions’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Retirement Financial Solutions’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
2025 Q3	–	Sell	-41,400	Closed	-$1.11M	–	54
2025 Q2	$1.11M	Sell	41,400 -699	-2%	-$19.2K	0.39%	27
2025 Q1	$1.2M	Buy	42,099 +9,166	+28%	+$266K	0.47%	27
2024 Q4	$969K	Sell	32,933 -9,407	-22%	-$278K	0.52%	19
2024 Q3	$1.19M	Buy	42,340 +578	+1%	+$16.5K	0.52%	22
2024 Q2	$1.22M	Buy	41,762 +2,901	+7%	+$83.4K	0.57%	20
2024 Q1	$1.1M	Sell	38,861 -4,683	-11%	-$131K	0.57%	21
2023 Q4	$1.18M	Buy	43,544 +11,765	+37%	+$344K	0.67%	22
2023 Q3	$945K	Buy	31,779 +1,147	+4%	+$32.9K	0.64%	19
2023 Q2	$869K	Buy	30,632 +3,337	+12%	+$93.7K	0.6%	19
2023 Q1	$761K	Sell	27,295 -2,612	-9%	-$73K	0.6%	18
2022 Q4	$832K	Buy	+29,907	New	+$871K	0.71%	17

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Retirement Financial Solutions's UUP Position: Q3 2025 in Review

Retirement Financial Solutions sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2025, closing a stake of 41,400 shares — an estimated $1.11M sold.

Retirement Financial Solutions first reported a position in UUP in Q4 2022 and held it in 11 quarters. The position peaked at $1.22M in Q2 2024. 65 funds tracked by Wall St. Rank hold UUP as of Q3 2025.

Retirement Financial Solutions reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2025 after selling out during the quarter.
Retirement Financial Solutions sold 41,400 Invesco DB US Dollar Index Bullish Fund shares in Q3 2025, an estimated $1.11M.
Retirement Financial Solutions first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2022 and held it in 11 quarters.
Retirement Financial Solutions's Invesco DB US Dollar Index Bullish Fund position peaked at $1.22M in Q2 2024.
65 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2025.

Based on Retirement Financial Solutions's 13F filing for Q3 2025, filed 22 Oct 2025.