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

Northwestern Mutual 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
2023 Q1	–	Sell	-1	Closed	-$28	–	3594
2022 Q4	$28	Buy	+1	New	+$29	﹤0.01%	3269
2019 Q3	–	Sell	-20	Closed	-$1K	–	2694
2019 Q2	$1K	Buy	+20	New	+$523	﹤0.01%	2434
2019 Q1	–	Sell	-20	Closed	-$1K	–	2706
2018 Q4	$1K	Buy	+20	New	+$514	﹤0.01%	2317
2017 Q1	–	Sell	-600	Closed	-$16K	–	2415
2016 Q4	$16K	Buy	+600	New	+$15.5K	﹤0.01%	1446
2015 Q1	–	Sell	-651	Closed	-$16K	–	1826
2014 Q4	$16K	Buy	+651	New	+$15.1K	﹤0.01%	945
2013 Q4	–	Sell	-118	Closed	-$3K	–	1571
2013 Q3	$3K	Buy	+118	New	+$2.61K	﹤0.01%	1129

Other funds holding UUP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NYLIM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Northwestern Mutual Wealth Management's UUP Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2023, closing a stake of 1 share — an estimated $28 sold.

Northwestern Mutual Wealth Management first reported a position in UUP in Q3 2013 and held it in 6 quarters. The position peaked at $16K in Q4 2016. 139 funds tracked by Wall St. Rank hold UUP as of Q1 2023.

Northwestern Mutual Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 1 Invesco DB US Dollar Index Bullish Fund share in Q1 2023, an estimated $28.
Northwestern Mutual Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2013 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $16K in Q4 2016.
139 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.