Stratos Wealth Partners’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Stratos Wealth 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
2025 Q3	–	Sell	-8,799	Closed	-$237K	–	1597
2025 Q2	$237K	Buy	+8,799	New	+$242K	﹤0.01%	1253
2018 Q4	–	Sell	-617	Closed	-$16K	–	2426
2018 Q3	$16K	Buy	+617	New	+$15.5K	﹤0.01%	1982
2018 Q2	–	Sell	-617	Closed	-$15K	–	2509
2018 Q1	$15K	Hold	617	–	–	﹤0.01%	2141
2017 Q4	$15K	Buy	+617	New	+$15K	﹤0.01%	2009
2017 Q1	–	Sell	-8,838	Closed	-$234K	–	862
2016 Q4	$234K	Sell	8,838 -1,136	-11%	-$29.3K	0.01%	598
2016 Q3	$246K	Sell	9,974 -1,387	-12%	-$34.3K	0.02%	550
2016 Q2	$282K	Sell	11,361 -13,746	-55%	-$337K	0.02%	468
2016 Q1	$616K	Sell	25,107 -20,835	-45%	-$527K	0.05%	255
2015 Q4	$1.18M	Buy	45,942 +2,694	+6%	+$68.5K	0.1%	162
2015 Q3	$1.09M	Buy	43,248 +1,370	+3%	+$34.5K	0.14%	138
2015 Q2	$1.05M	Buy	41,878 +14,425	+53%	+$364K	0.13%	147
2015 Q1	$710K	Buy	+27,453	New	+$691K	0.08%	226

Other funds holding UUP

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

WSL

Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Stratos Wealth Partners's UUP Position: Q3 2025 in Review

Stratos Wealth Partners sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2025, closing a stake of 8,799 shares — an estimated $237K sold.

Stratos Wealth Partners first reported a position in UUP in Q1 2015 and held it in 12 quarters. The position peaked at $1.18M in Q4 2015. 65 funds tracked by Wall St. Rank hold UUP as of Q3 2025.

Stratos Wealth Partners reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2025 after selling out during the quarter.
Stratos Wealth Partners sold 8,799 Invesco DB US Dollar Index Bullish Fund shares in Q3 2025, an estimated $237K.
Stratos Wealth Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2015 and held it in 12 quarters.
Stratos Wealth Partners's Invesco DB US Dollar Index Bullish Fund position peaked at $1.18M in Q4 2015.
65 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2025.

Based on Stratos Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.