Axim Planning & Wealth
Position in UUP — Invesco DB US Dollar Index Bullish Fund
CIK 1950607
SPRINGBORO, OH
Position in UUP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,729
-$8,540 QoQ
Shares Held
8,227
-5.7% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#50
of 76 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UUP Over Time
Shares Held
Position Value (USD)
All Filings in UUP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,729 | 8,227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $242,269 | 8,721 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||