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Axim Planning & Wealth

SEC CIK
0001950607
Latest filing
Aug 13, 2026

UUP holding history

Invesco DB US Dollar Index Bullish Fund in every 13F filed by Axim Planning & Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UUP overviewAll 13F holders of UUPFull Q2 2026 holdings

Shares (Q2 2026)
8,227
Value
$233.7K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of UUP by Axim Planning & Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,227$233.7K0.3%−494−5.7%ReducedHolders
Q1 20268,721$242.3K0.3%+8,721NewHolders