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Sound Income Strategies’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Sound Income Strategies’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
Q4 		– Sell
-153
Closed -$4.29K – 2567
2025
Q3 		$4.29K Hold
153
– – ﹤0.01% 1206
2025
Q2 		$4.11K Sell
153
-2,056
-93% -$56.6K ﹤0.01% 1133
2025
Q1 		$63.1K Sell
2,209
-247
-10% -$7.18K ﹤0.01% 463
2024
Q4 		$72.3K Sell
2,456
-431
-15% -$12.7K ﹤0.01% 400
2024
Q3 		$81.4K Sell
2,887
-1,373
-32% -$39.1K 0.01% 372
2024
Q2 		$124K Sell
4,260
-13,655
-76% -$392K 0.01% 297
2024
Q1 		$508K Sell
17,915
-57,197
-76% -$1.59M 0.04% 155
2023
Q4 		$2.03M Buy
+75,112
New +$2.2M 0.17% 91

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sound Income Strategies's UUP Position: Q4 2025 in Review

Sound Income Strategies sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2025, closing a stake of 153 shares — an estimated $4.29K sold.

Sound Income Strategies first reported a position in UUP in Q4 2023 and held it in 8 quarters. The position peaked at $2.03M in Q4 2023. 77 funds tracked by Wall St. Rank hold UUP as of Q4 2025.

  • Sound Income Strategies reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 153 Invesco DB US Dollar Index Bullish Fund shares in Q4 2025, an estimated $4.29K.
  • Sound Income Strategies first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2023 and held it in 8 quarters.
  • Sound Income Strategies's Invesco DB US Dollar Index Bullish Fund position peaked at $2.03M in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.