Stonehaven Wealth & Tax Solutions’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Stonehaven Wealth & Tax Solutions’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	-16,679	Closed	-$459K	–	100
2025 Q3	$459K	Buy	16,679 +233	+1%	+$6.38K	0.42%	39
2025 Q2	$442K	Buy	16,446 +257	+2%	+$7.07K	0.43%	38
2025 Q1	$462K	Buy	+16,189	New	+$471K	0.49%	35

Other funds holding UUP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's UUP Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2025, closing a stake of 16,679 shares — an estimated $459K sold.

Stonehaven Wealth & Tax Solutions first reported a position in UUP in Q1 2025 and held it in 3 quarters. The position peaked at $462K in Q1 2025. 77 funds tracked by Wall St. Rank hold UUP as of Q4 2025.

Stonehaven Wealth & Tax Solutions reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2025 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 16,679 Invesco DB US Dollar Index Bullish Fund shares in Q4 2025, an estimated $459K.
Stonehaven Wealth & Tax Solutions first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2025 and held it in 3 quarters.
Stonehaven Wealth & Tax Solutions's Invesco DB US Dollar Index Bullish Fund position peaked at $462K in Q1 2025.
77 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.