Foundations Investment Advisors, LLC
EndowmentPosition in UUP — Invesco DB US Dollar Index Bullish Fund
CIK 1743404
PHOENIX, AZ
Position in UUP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,400,279
+$2,886,307 QoQ
Shares Held
119,686
+525.9% QoQ
Ownership
0.762%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#15
of 76 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UUP Over Time
Shares Held
Position Value (USD)
All Filings in UUP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,400,279 | 119,686 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $513,972 | 19,121 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,511,961 | 123,054 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,946,274 | 643,993 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $1,915,530 | 65,758 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,111,295 | 144,917 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $358,048 | 13,217 | Shares | Sole | 2024-02-08 | |
| 2022-06-30 | $982,766 | 35,149 | Shares | Sole | 2022-07-08 | |
| 2021-06-30 | $617,646 | 24,875 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $556,533 | 22,155 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $587,601 | 24,241 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $119,013,813 | 4,694,825 | Shares | Sole | 2020-10-07 | |
| 2020-03-31 | $65,563,290 | 2,443,656 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||