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	–	523
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	–	390
2017 Q1	$219K	Buy	+8,450	New	+$220K	0.13%	207

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kingsview Wealth Management's UUP Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2025, closing a stake of 8,194 shares — an estimated $241K sold.

Kingsview Wealth Management first reported a position in UUP in Q1 2017 and held it in 4 quarters. The position peaked at $704K in Q4 2018. 76 funds tracked by Wall St. Rank hold UUP as of Q1 2025.

Kingsview Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2025 after selling out during the quarter.
Kingsview Wealth Management sold 8,194 Invesco DB US Dollar Index Bullish Fund shares in Q1 2025, an estimated $241K.
Kingsview Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2017 and held it in 4 quarters.
Kingsview Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $704K in Q4 2018.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.