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Plante Moran Financial Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Plante Moran Financial Advisors’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
2025
Q1 		– Sell
-34
Closed -$1K – 983
2024
Q4 		$1K Buy
+34
New +$1K ﹤0.01% 821
2020
Q2 		– Sell
-13,000
Closed -$349K – 876
2020
Q1 		$349K Buy
+13,000
New +$346K 0.16% 82
2016
Q4 		– Sell
-870
Closed -$21K – 1042
2016
Q3 		$21K Buy
+870
New +$21.5K 0.01% 486

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IF
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