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 94 institutions that hold shares in the stock, with a total of 4.26 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,478
shares
|
$208,860
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
5,434
shares
|
$151,771
0.3% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
3,702
shares
|
$103,396
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,500
shares
|
$97,755
0.0% of portfolio
|
Q1 2020
Reduced 92.66%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
3,418
shares
|
$95,464
0.05% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
2,745
shares
|
$76,667
0.0% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,577
shares
|
$44,045
0.0% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
1,342
shares
|
$37,482
0.04% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,129
shares
|
$31,532
0.0% of portfolio
|
Q3 2024
Reduced 33.31%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
1,007
shares
|
$28,125
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
920
shares
|
$25,695
0.0% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
833
shares
|
$23,265
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
700
shares
|
$19,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
678
shares
|
$18,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
547
shares
|
$15,277
0.0% of portfolio
|
Q3 2025
Added 210.8%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
532
shares
|
$14,858
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
458
shares
|
$12,791
0.0% of portfolio
|
Q2 2025
Reduced 99.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
422
shares
|
$11,786
0.0% of portfolio
|
Q1 2024
Reduced 33.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
300
shares
|
$8,379
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
266
shares
|
$7,429
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
243
shares
|
$6,786
0.01% of portfolio
|
Q4 2024
Reduced 72.6%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
159
shares
|
$4,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
153
shares
|
$4,273
0.0% of portfolio
|
Q2 2025
Reduced 93.07%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
141
shares
|
$3,938
0.0% of portfolio
|
Q2 2025
Reduced 92.22%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
124
shares
|
$3,463
0.0% of portfolio
|
Q1 2024
New holding
|