Advisory Services Network’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Advisory Services Network’s Portfolio UDN Stock Details UDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$457K	Hold	25,390	–	–	0.01%	1342
2025 Q4	$463K	Hold	25,390	–	–	0.01%	1257
2025 Q3	$478K	Hold	25,390	–	–	0.01%	1216
2025 Q2	$465K	Hold	25,390	–	–	0.01%	1185
2025 Q1	$446K	Buy	25,390 +325	+1%	+$5.56K	0.01%	1113
2024 Q4	$419K	Sell	25,065 -616	-2%	-$11.1K	0.01%	1130
2024 Q3	$460K	Hold	25,681	–	–	0.01%	1030
2024 Q2	$460K	Buy	+25,681	New	+$461K	0.01%	1030
2023 Q4	–	Sell	-20,000	Closed	-$367K	–	3882
2023 Q3	$367K	Buy	+20,000	New	+$377K	0.01%	1053
2023 Q1	–	Sell	-7,580	Closed	-$140K	–	4141
2022 Q4	$140K	Buy	+7,580	New	+$135K	﹤0.01%	1448

Other funds holding UDN

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LGM

L1 Global Manager Melbourne $149M AUM

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisory Services Network's UDN Position: Q1 2026 in Review

Advisory Services Network held its Invesco DB US Dollar Index Bearish Fund (UDN) position steady in Q1 2026 at 25,390 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #1342.

Advisory Services Network first reported a position in UDN in Q4 2022 and has held it in 10 quarters since. The position peaked at $478K in Q3 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

Advisory Services Network held 25,390 shares of Invesco DB US Dollar Index Bearish Fund worth $457K as of Q1 2026.
Advisory Services Network left its Invesco DB US Dollar Index Bearish Fund share count unchanged in Q1 2026.
Invesco DB US Dollar Index Bearish Fund made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1342 holding.
Advisory Services Network first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2022 and has held it in 10 quarters since.
Advisory Services Network's Invesco DB US Dollar Index Bearish Fund position peaked at $478K in Q3 2025.
37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.