AlphaMark Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

AlphaMark Advisors’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
2024 Q4	$13K	Hold	800	–	–	0.01%	415
2024 Q3	$15K	Sell	800 -50	-6%	-$927	0.01%	469
2024 Q2	$15K	Hold	850	–	–	0.01%	485
2024 Q1	$15K	Buy	+850	New	+$15.4K	0.01%	479
2023 Q2	–	Sell	-850	Closed	-$16K	–	642
2023 Q1	$16K	Hold	850	–	–	0.01%	353
2022 Q4	$16K	Buy	+850	New	+$15.1K	0.01%	324

Other funds holding UDN

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

AlphaMark Advisors's UDN Position: Q4 2024 in Review

AlphaMark Advisors held its Invesco DB US Dollar Index Bearish Fund (UDN) position steady in Q4 2024 at 800 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #415.

AlphaMark Advisors first reported a position in UDN in Q4 2022 and has held it in 6 quarters since. The position peaked at $16K in Q1 2023. 23 funds tracked by Wall St. Rank hold UDN as of Q4 2024.

AlphaMark Advisors held 800 shares of Invesco DB US Dollar Index Bearish Fund worth $13K as of Q4 2024.
AlphaMark Advisors left its Invesco DB US Dollar Index Bearish Fund share count unchanged in Q4 2024.
Invesco DB US Dollar Index Bearish Fund made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #415 holding.
AlphaMark Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2022 and has held it in 6 quarters since.
AlphaMark Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $16K in Q1 2023.
23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.