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 7.81 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
10,963
shares
|
$300,824
0.08% of portfolio
|
Q1 2025
Added 22.89%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,774
shares
|
$295,638
0.0% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
7,054
shares
|
$193,561
0.02% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
5,434
shares
|
$149,108
0.3% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,500
shares
|
$96,040
0.0% of portfolio
|
Q1 2020
Reduced 92.66%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
3,389
shares
|
$92,994
0.06% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
3,330
shares
|
$91,375
0.01% of portfolio
|
Q3 2024
Added 25.99%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,243
shares
|
$88,987
0.01% of portfolio
|
Q1 2025
Reduced 53.84%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,209
shares
|
$60,614
0.0% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,813
shares
|
$49,748
0.0% of portfolio
|
Q1 2025
Added 1436.44%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,778
shares
|
$48,788
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,577
shares
|
$43,272
0.0% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,464
shares
|
$40,172
0.05% of portfolio
|
Q1 2025
Added 36.82%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,007
shares
|
$27,632
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
856
shares
|
$23,488
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
800
shares
|
$21,952
0.0% of portfolio
|
Q1 2025
Reduced 38.93%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
545
shares
|
$14,954
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
532
shares
|
$14,598
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
500
shares
|
$13,720
0.0% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
422
shares
|
$11,579
0.0% of portfolio
|
Q1 2024
Reduced 33.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$8,232
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
266
shares
|
$7,299
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
243
shares
|
$6,667
0.01% of portfolio
|
Q4 2024
Reduced 72.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
176
shares
|
$4,829
0.0% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
159
shares
|
$4,362
0.0% of portfolio
|
Q4 2024
New holding
|