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Allworth Financial’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Allworth Financial’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
2025
Q3 		– Sell
-30
Closed -$568 – 5052
2025
Q2 		$568 Buy
+30
New +$550 ﹤0.01% 4100

Other funds holding UDN

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return

Allworth Financial's UDN Position: Q3 2025 in Review

Allworth Financial sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2025, closing a stake of 30 shares — an estimated $568 sold.

Allworth Financial first reported a position in UDN in Q2 2025 and held it in 1 quarter. The position peaked at $568 in Q2 2025. 30 funds tracked by Wall St. Rank hold UDN as of Q3 2025.

  • Allworth Financial reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 30 Invesco DB US Dollar Index Bearish Fund shares in Q3 2025, an estimated $568.
  • Allworth Financial first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2025 and held it in 1 quarter.
  • Allworth Financial's Invesco DB US Dollar Index Bearish Fund position peaked at $568 in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.