AWAU
UDN icon

Alliance Wealth Advisors (Utah)’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$2.59M Buy
144,143
+62,197
+76% +$1.14M 0.56% 30
2025
Q4 		$1.49M Buy
+81,946
New +$1.52M 0.32% 77

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s UDN Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) increased its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 76% in Q1 2026, buying an estimated $1.14M and bringing the position to 144,143 shares worth $2.59M. The position accounts for 0.56% of the portfolio, ranked #30.

Alliance Wealth Advisors (Utah) first reported a position in UDN in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Alliance Wealth Advisors (Utah) held 144,143 shares of Invesco DB US Dollar Index Bearish Fund worth $2.59M as of Q1 2026.
  • Alliance Wealth Advisors (Utah) bought 62,197 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $1.14M.
  • Invesco DB US Dollar Index Bearish Fund made up 0.56% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #30 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.