Root Financial Partners
UUP icon

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
Q3 		$1.09K Buy
+38
New +$1.08K ﹤0.01% 2916
2026
Q2 		– Sell
-38
Closed -$1.06K – 3053
2026
Q1 		$1.06K Hold
38
– – ﹤0.01% 2598
2025
Q4 		$1.03K Buy
+38
New +$1.06K ﹤0.01% 2099

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Root Financial Partners's UUP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2026: 38 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #2916 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UUP as recently as Q1 2026.

Root Financial Partners first reported a position in UUP in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold UUP as of Q3 2026.

  • Root Financial Partners held 38 shares of Invesco DB US Dollar Index Bullish Fund worth $1.09K as of Q3 2026.
  • Invesco DB US Dollar Index Bullish Fund was a new Root Financial Partners position in Q3 2026.
  • Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2916 holding.
  • Root Financial Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.