4Thought Financial Group Inc. UUP — INVESCO DB US DLR INDEX TR

Ownership history in 4Thought Financial Group Inc.  ·  16 quarters on record

AI Ownership Summary

4Thought Financial Group Inc. reported INVESCO DB US DLR INDEX TR (UUP) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows UUP at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UUP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4Thought Financial Group Inc.'s position in INVESCO DB US DLR INDEX TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UUP was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UUP stock page 4Thought Financial Group Inc. fund profile 4Thought Financial Group Inc. full holdings
How 4Thought Financial Group Inc. held UUP — position size vs. price
% of Fund (quarterly)    UUP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,378 +71 +3.1% 0.03% $66K 2026-04-24 $27.48
2025 Q4 REDUCED 32.5% +2.8% ❌ 2,307 -1,111 -32.5% 0.03% $62K 2026-01-29 $26.59
2025 Q3 UNCHANGED — — — 3,418 — 0% 0.05% $94K 2025-11-03 $27.30
2025 Q2 ADDED — — — 3,418 +29 +0.9% 0.05% $92K 2025-07-22 $26.21
2025 Q1 ADDED — — — 3,389 +123 +3.8% 0.06% $97K 2025-04-24 $26.42
2024 Q4 ADDED — — — 3,266 +145 +4.6% 0.06% $96K 2025-01-31 $28.54
2024 Q3 REDUCED — — — 3,121 -48 -1.5% 0.05% $88K 2024-10-24 $27.00
2024 Q2 REDUCED — — — 3,169 -2 -0.1% 0.06% $92K 2024-07-29 $26.74
2024 Q1 REDUCED — — — 3,171 -2 -0.1% 0.06% $90K 2024-04-24 $26.66
2023 Q4 ADDED — — — 3,173 +111 +3.6% 0.06% $86K 2024-01-30 $25.68
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UUP

As of 2026 Q1 — sorted by position size

Davies Financial Advisors, Inc. 2.26% ABLE Financial Group, LLC 0.91% Intrua Financial, LLC 3Y 0.7% Pettinga Financial Advisors LLC 3Y 7Y 0.6% CCG WEALTH MANAGEMENT, LLC 3Y 0.24% Cornerstone Wealth Management, LLC 3Y 7Y 0.09% Narus Financial Partners, LLC 3Y 7Y 0.07% Luminist Capital LLC 0.06% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.03% Farther Finance Advisors, LLC 0.01%

FAQ About 4Thought Financial Group Inc. and UUP

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4Thought Financial Group Inc. reported owning UUP?

4Thought Financial Group Inc. reported UUP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UUP position in 4Thought Financial Group Inc.'s portfolio?

The largest reported portfolio weight for UUP was 0.06% in 2023 Q4.

What is the latest reported UUP position on this page?

The most recent filing on this page is 2026 Q1, when 4Thought Financial Group Inc. reported 2,378 shares, equal to 0.03% of portfolio, with an estimated market value of $66K.

What does the chart on this UUP ownership page compare?

The chart compares 4Thought Financial Group Inc.'s quarterly UUP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 4Thought Financial Group Inc. time their UUP position?

Based on 13F filing dates vs. subsequent UUP price moves, 4Thought Financial Group Inc. correctly timed 4 out of 14 reported position changes (29%). The annualised alpha on UUP relative to SPY over the holding period was -8.8%.

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