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

WESPAC 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
2026 Q2	–	Sell	-200,119	Closed	-$5.56M	–	230
2026 Q1	$5.56M	Buy	+200,119	New	+$5.45M	3.04%	4
2023 Q4	–	Sell	-53,633	Closed	-$1.59M	–	168
2023 Q3	$1.59M	Buy	53,633 +1,060	+2%	+$30.4K	1.19%	24
2023 Q2	$1.49M	Sell	52,573 -68,614	-57%	-$1.93M	1.2%	24
2023 Q1	$3.38M	Buy	+121,187	New	+$3.39M	3.18%	2

Other funds holding UUP

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

ETC

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

PFA

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

CWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

CWM

CCG Wealth Management San Diego, California $431M AUM 29.14% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WESPAC Advisors's UUP Position: Q2 2026 in Review

WESPAC Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2026, closing a stake of 200,119 shares — an estimated $5.56M sold.

WESPAC Advisors first reported a position in UUP in Q1 2023 and held it in 4 quarters. The position peaked at $5.56M in Q1 2026. 32 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

WESPAC Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2026 after selling out during the quarter.
WESPAC Advisors sold 200,119 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $5.56M.
WESPAC Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2023 and held it in 4 quarters.
WESPAC Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $5.56M in Q1 2026.
32 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.