KWM
UUP icon

Kingsview Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Kingsview Wealth Management’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
Q1 		– Sell
-8,194
Closed -$241K – 1189
2024
Q4 		$241K Buy
+8,194
New +$242K ﹤0.01% 987
2019
Q1 		– Sell
-27,665
Closed -$704K – 524
2018
Q4 		$704K Buy
27,665
+811
+3% +$20.8K 0.15% 174
2018
Q3 		$678K Buy
+26,854
New +$675K 0.14% 190
2017
Q2 		– Sell
-8,450
Closed -$219K – 391
2017
Q1 		$219K Buy
+8,450
New +$220K 0.13% 207

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $13B AUM 25.71% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $936M AUM 19.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return