Davies Financial Advisors, Inc.
Position in UUP — Invesco DB US Dollar Index Bullish Fund
CIK 2020296
MURRIETA, CA
Position in UUP
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$247,075
-$116,451 QoQ
Shares Held
8,894
-33.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
2.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,075 | 8,894 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $363,526 | 13,449 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,020,235 | 37,086 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,090,494 | 40,569 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,512,918 | 88,049 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $665,837 | 23,628 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,020,868 | 103,703 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||