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

Baystate 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 Q4	$14.4K	Buy	+532	New	+$15.6K	﹤0.01%	643

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ETC

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Baystate Wealth Management's UUP Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2023: 532 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings.

96 funds tracked by Wall St. Rank hold UUP as of Q4 2023.

Baystate Wealth Management held 532 shares of Invesco DB US Dollar Index Bullish Fund worth $14.4K as of Q4 2023.
Invesco DB US Dollar Index Bullish Fund was a new Baystate Wealth Management position in Q4 2023.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #643 holding.
96 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.