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

Baker Tilly 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
2022
Q3 		– Sell
-19,041
Closed -$532K – 535
2022
Q2 		$532K Buy
+19,041
New +$522K 0.07% 285

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LPL Financial
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Ameriprise
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HighTower Advisors
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3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Commonwealth Equity Services
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Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Baker Tilly Wealth Management's UUP Position: Q3 2022 in Review

Baker Tilly Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2022, closing a stake of 19,041 shares — an estimated $532K sold.

Baker Tilly Wealth Management first reported a position in UUP in Q2 2022 and held it in 1 quarter. The position peaked at $532K in Q2 2022. 175 funds tracked by Wall St. Rank hold UUP as of Q3 2022.

  • Baker Tilly Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 19,041 Invesco DB US Dollar Index Bullish Fund shares in Q3 2022, an estimated $532K.
  • Baker Tilly Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2022 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $532K in Q2 2022.
  • 175 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.