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Westover Capital Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Westover Capital 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
2023
Q1 		– Sell
-93,090
Closed -$2.59M – 165
2022
Q4 		$2.59M Sell
93,090
-13,225
-12% -$385K 1.02% 30
2022
Q3 		$3.21M Buy
+106,315
New +$3.08M 1.23% 27

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Westover Capital Advisors's UUP Position: Q1 2023 in Review

Westover Capital Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2023, closing a stake of 93,090 shares — an estimated $2.59M sold.

Westover Capital Advisors first reported a position in UUP in Q3 2022 and held it in 2 quarters. The position peaked at $3.21M in Q3 2022. 139 funds tracked by Wall St. Rank hold UUP as of Q1 2023.

  • Westover Capital Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2023 after selling out during the quarter.
  • Westover Capital Advisors sold 93,090 Invesco DB US Dollar Index Bullish Fund shares in Q1 2023, an estimated $2.59M.
  • Westover Capital Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2022 and held it in 2 quarters.
  • Westover Capital Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $3.21M in Q3 2022.
  • 139 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2023.

Based on Westover Capital Advisors's 13F filing for Q1 2023, filed 22 May 2023.