Steward Partners Investment Advisory’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Steward Partners Investment Advisory’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	$4.33M	Buy	155,695 +118,979	+324%	+$3.24M	0.02%	561
2025 Q4	$992K	Buy	36,716 +34,741	+1,759%	+$970K	0.01%	1073
2025 Q3	$54.3K	Buy	1,975 +398	+25%	+$10.9K	﹤0.01%	2565
2025 Q2	$42.4K	Hold	1,577	–	–	﹤0.01%	2552
2025 Q1	$45K	Hold	1,577	–	–	﹤0.01%	2437
2024 Q4	$46.4K	Sell	1,577 -583	-27%	-$17.2K	﹤0.01%	2377
2024 Q3	$60.9K	Buy	+2,160	New	+$61.5K	﹤0.01%	2131
2020 Q4	–	Sell	-108	Closed	-$3K	–	3000
2020 Q3	$3K	Sell	108 -109,837	-100%	-$2.79M	﹤0.01%	2529
2020 Q2	$2.89M	Sell	109,945 -38,991	-26%	-$1.04M	0.08%	240
2020 Q1	$4M	Buy	+148,936	New	+$3.96M	0.15%	163

Other funds holding UUP

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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 $26B AUM 58.22% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Bank of America

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