Root Financial Partners’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Root Financial Partners’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 Q1	$1.06K	Hold	38	–	–	﹤0.01%	2598
2025 Q4	$1.03K	Buy	+38	New	+$1.06K	﹤0.01%	2099

Other funds holding UUP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's UUP Position: Q1 2026 in Review

Root Financial Partners held its Invesco DB US Dollar Index Bullish Fund (UUP) position steady in Q1 2026 at 38 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Root Financial Partners first reported a position in UUP in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

Root Financial Partners held 38 shares of Invesco DB US Dollar Index Bullish Fund worth $1.06K as of Q1 2026.
Root Financial Partners left its Invesco DB US Dollar Index Bullish Fund share count unchanged in Q1 2026.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2598 holding.
Root Financial Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2025 and has held it in 2 quarters since.
89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.