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 Q2	$44.8K	Sell	1,577 -154,118	-99%	-$4.28M	﹤0.01%	3008
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

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

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

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

Steward Partners Investment Advisory's UUP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 99% in Q2 2026, selling an estimated $4.28M and leaving 1,577 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Steward Partners Investment Advisory first reported a position in UUP in Q1 2020 and has held it in 11 quarters since. The position peaked at $4.33M in Q1 2026. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Steward Partners Investment Advisory held 1,577 shares of Invesco DB US Dollar Index Bullish Fund worth $44.8K as of Q2 2026.
Steward Partners Investment Advisory sold 154,118 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $4.28M.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3008 holding.
Steward Partners Investment Advisory first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2020 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Invesco DB US Dollar Index Bullish Fund position peaked at $4.33M in Q1 2026.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.