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 93 institutions that hold shares in the stock, with a total of 9.72 Million shares, which have been reported (via 13F filing form) to have a value of $266 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,702
shares
|
$101,397
0.09% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,500
shares
|
$95,865
0.0% of portfolio
|
Q1 2020
Reduced 92.66%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
3,389
shares
|
$92,824
0.06% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
3,330
shares
|
$91,208
0.01% of portfolio
|
Q3 2024
Added 25.99%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,243
shares
|
$88,825
0.01% of portfolio
|
Q1 2025
Reduced 53.84%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,842
shares
|
$77,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,209
shares
|
$60,504
0.0% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,778
shares
|
$48,699
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,577
shares
|
$43,194
0.0% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
1,070
shares
|
$29,307
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,007
shares
|
$27,581
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
800
shares
|
$21,912
0.0% of portfolio
|
Q1 2025
Reduced 38.93%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
545
shares
|
$14,927
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
532
shares
|
$14,571
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
500
shares
|
$13,695
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
422
shares
|
$11,558
0.0% of portfolio
|
Q1 2024
Reduced 33.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$8,217
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
243
shares
|
$6,655
0.01% of portfolio
|
Q4 2024
Reduced 72.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
176
shares
|
$4,820
0.0% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
159
shares
|
$4,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
133
shares
|
$3,642
0.0% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
124
shares
|
$3,396
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
120
shares
|
$3,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
118
shares
|
$3,232
0.0% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
99
shares
|
$2,711
0.0% of portfolio
|
Q3 2024
Reduced 95.55%
|