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

Lake Hills 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 		– Sell
-50,207
Closed -$1.49M – 44
2023
Q3 		$1.49M Buy
+50,207
New +$1.44M 1.51% 18
2023
Q1 		– Sell
-303,304
Closed -$8.43M – 40
2022
Q4 		$8.43M Buy
+303,304
New +$8.84M 8.41% 3
2022
Q3 		– Sell
-573,421
Closed -$16.6M – 49
2022
Q2 		$16M Sell
573,421
-10,030
-2% -$275K 11.86% 4
2022
Q1 		$15.3M Buy
+583,451
New +$15.1M 11.03% 3

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ETC
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Bank of America
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Susquehanna International Group
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return