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Altus Wealth Management’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Altus Wealth Management’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
2021
Q1 		– Sell
-183,374
Closed -$3.99M – 37
2020
Q4 		$3.99M Buy
183,374
+2,077
+1% +$44.2K 3.1% 9
2020
Q3 		$3.79M Buy
+181,297
New +$3.79M 3.48% 7

Other funds holding UDN

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 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
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Altus Wealth Management's UDN Position: Q1 2021 in Review

Altus Wealth Management sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2021, closing a stake of 183,374 shares — an estimated $3.99M sold.

Altus Wealth Management first reported a position in UDN in Q3 2020 and held it in 2 quarters. The position peaked at $3.99M in Q4 2020. 23 funds tracked by Wall St. Rank hold UDN as of Q1 2021.

  • Altus Wealth Management reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Management sold 183,374 Invesco DB US Dollar Index Bearish Fund shares in Q1 2021, an estimated $3.99M.
  • Altus Wealth Management first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2020 and held it in 2 quarters.
  • Altus Wealth Management's Invesco DB US Dollar Index Bearish Fund position peaked at $3.99M in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2021.

Based on Altus Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.