Summit Financial, LLC
Position in UUP — Invesco DB US Dollar Index Bullish Fund
CIK 1765536
PARSIPPANY, NJ
Position in UUP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$219,524
+$4,868 QoQ
Shares Held
7,727
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 76 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,524 | 7,727 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $214,656 | 7,727 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $208,860 | 7,727 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $212,569 | 7,727 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $217,781 | 8,102 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $406,038 | 14,227 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||