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Summit Financial’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Summit Financial’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 		$215K Hold
7,727
– – ﹤0.01% 1322
2025
Q4 		$209K Hold
7,727
– – ﹤0.01% 1233
2025
Q3 		$213K Sell
7,727
-375
-5% -$10.3K ﹤0.01% 1185
2025
Q2 		$218K Sell
8,102
-6,125
-43% -$169K ﹤0.01% 767
2025
Q1 		$406K Buy
+14,227
New +$414K 0.01% 563

Other funds holding UUP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B 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

Summit Financial's UUP Position: Q1 2026 in Review

Summit Financial held its Invesco DB US Dollar Index Bullish Fund (UUP) position steady in Q1 2026 at 7,727 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Summit Financial first reported a position in UUP in Q1 2025 and has held it in 5 quarters since. The position peaked at $406K in Q1 2025. 89 funds tracked by Wall St. Rank hold UUP as of Q1 2026.

  • Summit Financial held 7,727 shares of Invesco DB US Dollar Index Bullish Fund worth $215K as of Q1 2026.
  • Summit Financial left its Invesco DB US Dollar Index Bullish Fund share count unchanged in Q1 2026.
  • Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1322 holding.
  • Summit Financial first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial's Invesco DB US Dollar Index Bullish Fund position peaked at $406K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.