WESPAC Advisors, LLC UUP β€” INVESCO DB US DLR INDEX TR

Ownership history in WESPAC Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

WESPAC Advisors, LLC reported INVESCO DB US DLR INDEX TR (UUP) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 3.04% in 2026 Q1. The latest visible filing shows UUP at 3.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UUP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESPAC Advisors, LLC's position in INVESCO DB US DLR INDEX TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UUP was reported at 3.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UUP stock page WESPAC Advisors, LLC fund profile WESPAC Advisors, LLC full holdings
How WESPAC Advisors, LLC held UUP β€” position size vs. price
% of Fund (quarterly)    UUP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 200,119 +146,486 +273.1% 3.04% $5.6M 2026-04-29 $27.61
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UUP

As of 2026 Q1 β€” sorted by position size

Davies Financial Advisors, Inc. 2.26% Sollinda Capital Management LLC 1.15% ABLE Financial Group, LLC 0.91% Intrua Financial, LLC 3Y 0.7% Pettinga Financial Advisors LLC 3Y 7Y 0.6% CCG WEALTH MANAGEMENT, LLC 3Y 0.24% MONEY CONCEPTS CAPITAL CORP 3Y 0.1% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.09% Cornerstone Wealth Management, LLC 3Y 7Y 0.09% Narus Financial Partners, LLC 3Y 7Y 0.07%

FAQ About WESPAC Advisors, LLC and UUP

These are the practical questions this page is built to answer before you even open the full history table.

How long has WESPAC Advisors, LLC reported owning UUP?

WESPAC Advisors, LLC reported UUP across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported UUP position in WESPAC Advisors, LLC's portfolio?

The largest reported portfolio weight for UUP was 3.04% in 2026 Q1.

What is the latest reported UUP position on this page?

The most recent filing on this page is 2026 Q1, when WESPAC Advisors, LLC reported 200,119 shares, equal to 3.04% of portfolio, with an estimated market value of $5.6M.

What does the chart on this UUP ownership page compare?

The chart compares WESPAC Advisors, LLC's quarterly UUP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WESPAC Advisors, LLC time their UUP position?

Based on 13F filing dates vs. subsequent UUP price moves, WESPAC Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on UUP relative to SPY over the holding period was +15.6%.

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