Synergy Asset Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Synergy Asset Management’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	$1.04M	Buy	+36,660	New	+$1.02M	0.1%	119

Other funds holding UUP

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

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Quantum Financial Partners Overland Park, Kansas $196M AUM

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Synergy Asset Management's UUP Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026: 36,660 shares worth $1.04M. The stake represents 0.1% of the portfolio and ranks #119 among its holdings.

10 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Synergy Asset Management held 36,660 shares of Invesco DB US Dollar Index Bullish Fund worth $1.04M as of Q2 2026.
Invesco DB US Dollar Index Bullish Fund was a new Synergy Asset Management position in Q2 2026.
Invesco DB US Dollar Index Bullish Fund made up 0.1% of Synergy Asset Management's portfolio in Q2 2026, its #119 holding.
10 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.