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Axim Planning & Wealth’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Axim Planning & Wealth’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Sell
8,227
-494
-6% -$13.7K 0.33% 74
2026
Q1 		$242K Buy
+8,721
New +$238K 0.29% 64

Other funds holding UUP

PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Axim Planning & Wealth's UUP Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 5.7% in Q2 2026, selling an estimated $13.7K and leaving 8,227 shares worth $234K. The position accounts for 0.33% of the portfolio, ranked #74.

Axim Planning & Wealth first reported a position in UUP in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

  • Axim Planning & Wealth held 8,227 shares of Invesco DB US Dollar Index Bullish Fund worth $234K as of Q2 2026.
  • Axim Planning & Wealth sold 494 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $13.7K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.33% of Axim Planning & Wealth's portfolio in Q2 2026, its #74 holding.
  • Axim Planning & Wealth first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2026 and has held it in 2 quarters since.
  • Axim Planning & Wealth's Invesco DB US Dollar Index Bullish Fund position peaked at $242K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.