Carson Wealth (CWM LLC)
UUP icon

Carson Wealth (CWM LLC)’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q2 		– Sell
-545
Closed -$16K – 5321
2025
Q1 		$16K Hold
545
– – ﹤0.01% 3853
2024
Q4 		$16K Buy
545
+23
+4% +$679 ﹤0.01% 3611
2024
Q3 		$15K Sell
522
-8,449
-94% -$241K ﹤0.01% 3563
2024
Q2 		$261K Sell
8,971
-1,327
-13% -$38.1K ﹤0.01% 1454
2024
Q1 		$292K Sell
10,298
-17,946
-64% -$500K ﹤0.01% 1341
2023
Q4 		$765K Sell
28,244
-12,679
-31% -$371K ﹤0.01% 914
2023
Q3 		$1.22M Sell
40,923
-2,058
-5% -$59.1K 0.01% 668
2023
Q2 		$1.22M Sell
42,981
-612
-1% -$17.2K 0.01% 637
2023
Q1 		$1.22M Buy
43,593
+14,506
+50% +$405K 0.01% 601
2022
Q4 		$809K Sell
29,087
-1,212
-4% -$35.3K 0.01% 670
2022
Q3 		$914K Sell
30,299
-2,028
-6% -$58.8K 0.01% 585
2022
Q2 		$904K Hold
32,327
– – 0.01% 585
2022
Q1 		$850K Buy
32,327
+17,395
+116% +$451K 0.01% 601
2021
Q4 		$383K Buy
+14,932
New +$381K ﹤0.01% 801

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
MIC
Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return