Institutional Ownership Invesco Db Us Dollar Index Bullish Fund (UUP)
This table provides information about the institutional ownership of Invesco Db Us Dollar Index Bullish Fund (UUP). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 9.46 Million shares, which have been reported (via 13F filing form) to have a value of $267 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
5,434
shares
|
$153,510
0.3% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,702
shares
|
$104,581
0.09% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,500
shares
|
$98,875
0.0% of portfolio
|
Q1 2020
Reduced 92.66%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
3,330
shares
|
$94,072
0.01% of portfolio
|
Q3 2024
Added 25.99%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
3,266
shares
|
$92,264
0.06% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,842
shares
|
$80,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,456
shares
|
$69,382
0.0% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,778
shares
|
$50,228
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,577
shares
|
$44,550
0.0% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,310
shares
|
$37,007
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
1,070
shares
|
$30,227
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,007
shares
|
$28,447
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
545
shares
|
$15,396
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
532
shares
|
$15,029
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
500
shares
|
$14,125
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
494
shares
|
$13,955
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
463
shares
|
$13,079
0.0% of portfolio
|
Q4 2024
Reduced 47.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
422
shares
|
$11,921
0.0% of portfolio
|
Q1 2024
Reduced 33.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
328
shares
|
$9,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
300
shares
|
$8,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
243
shares
|
$6,864
0.01% of portfolio
|
Q4 2024
Reduced 72.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
177
shares
|
$5,000
0.0% of portfolio
|
Q2 2024
Added 4.73%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
159
shares
|
$4,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
133
shares
|
$3,757
0.0% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
124
shares
|
$3,503
0.0% of portfolio
|
Q1 2024
New holding
|