Clearview Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Clearview Wealth 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
2024 Q1	–	Sell	-73,137	Closed	-$1.98M	–	130
2023 Q4	$1.98M	Buy	+73,137	New	+$2.14M	2.31%	6
2023 Q3	–	Sell	-67	Closed	-$1.9K	–	614
2023 Q2	$1.9K	Hold	67	–	–	﹤0.01%	536
2023 Q1	$1.87K	Buy	67 +27	+68%	+$754	﹤0.01%	526
2022 Q4	$1.11K	Hold	40	–	–	﹤0.01%	522
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	557
2022 Q2	$1K	Sell	40 -800	-95%	-$21.9K	﹤0.01%	562
2022 Q1	$22K	Sell	840 -5,525	-87%	-$143K	0.01%	294
2021 Q4	$163K	Buy	+6,365	New	+$162K	0.1%	118

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

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

ETC

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

CFG

Compton Financial Group Towson, Maryland $519M AUM 14.76% 1-Year Est. Return

Clearview Wealth Advisors's UUP Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2024, closing a stake of 73,137 shares — an estimated $1.98M sold.

Clearview Wealth Advisors first reported a position in UUP in Q4 2021 and held it in 8 quarters. The position peaked at $1.98M in Q4 2023. 87 funds tracked by Wall St. Rank hold UUP as of Q1 2024.

Clearview Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 73,137 Invesco DB US Dollar Index Bullish Fund shares in Q1 2024, an estimated $1.98M.
Clearview Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2021 and held it in 8 quarters.
Clearview Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $1.98M in Q4 2023.
87 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.