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

Transamerica Financial Advisors’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
-1
Closed -$20 – 1607
2025
Q2 		$20 Hold
1
– – ﹤0.01% 560
2025
Q1 		$1K Hold
1
– – ﹤0.01% 561
2024
Q4 		$1K Hold
1
– – ﹤0.01% 557
2024
Q3 		$1K Buy
+1
New +$28 ﹤0.01% 558
2023
Q1 		– Sell
-1
Closed -$1K – 708
2022
Q4 		$1K Hold
1
– – ﹤0.01% 656
2022
Q3 		$1K Hold
1
– – ﹤0.01% 616
2022
Q2 		$1K Buy
+1
New +$27 ﹤0.01% 627
2020
Q3 		– Sell
-1
Closed -$1K – 472
2020
Q2 		$1K Buy
+1
New +$27 ﹤0.01% 484
2019
Q3 		– Sell
-2
Closed -$1K – 498
2019
Q2 		$1K Buy
+2
New +$52 ﹤0.01% 530
2019
Q1 		– Sell
-20,371
Closed -$519K – 434
2018
Q4 		$519K Buy
+20,371
New +$523K 0.13% 101
2018
Q2 		– Sell
-2
Closed -$1K – 535
2018
Q1 		$1K Hold
2
– – ﹤0.01% 426
2017
Q4 		$1K Sell
2
-124
-98% -$3.02K ﹤0.01% 404
2017
Q3 		$4K Hold
126
– – ﹤0.01% 293
2017
Q2 		$4K Hold
126
– – ﹤0.01% 270
2017
Q1 		$4K Sell
126
-7,983
-98% -$208K ﹤0.01% 266
2016
Q4 		$215K Buy
+8,109
New +$209K 0.03% 208
2015
Q3 		– Sell
-6
Closed -$1K – 918
2015
Q2 		$1K Sell
6
-11,691
-100% -$295K ﹤0.01% 859
2015
Q1 		$303K Buy
+11,697
New +$295K 0.02% 290
2013
Q3 		– Sell
-20,297
Closed -$458K – 635
2013
Q2 		$458K Buy
+20,297
New +$455K 0.07% 121

Other funds holding UUP

Morgan Stanley
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Transamerica Financial Advisors's UUP Position: Q3 2025 in Review

Transamerica Financial Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2025, closing a stake of 1 share — an estimated $20 sold.

Transamerica Financial Advisors first reported a position in UUP in Q2 2013 and held it in 19 quarters. The position peaked at $519K in Q4 2018. 65 funds tracked by Wall St. Rank hold UUP as of Q3 2025.

  • Transamerica Financial Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2025 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1 Invesco DB US Dollar Index Bullish Fund share in Q3 2025, an estimated $20.
  • Transamerica Financial Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and held it in 19 quarters.
  • Transamerica Financial Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $519K in Q4 2018.
  • 65 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2025.

Based on Transamerica Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.