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

Bay Colony 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
2026 Q2	$1.36M	Buy	76,428 +9,423	+14%	+$171K	0.15%	128
2026 Q1	$1.21M	Buy	67,005 +15,109	+29%	+$276K	0.15%	141
2025 Q4	$947K	Buy	51,896 +23,036	+80%	+$427K	0.11%	166
2025 Q3	$543K	Buy	+28,860	New	+$541K	0.06%	269

Other funds holding UDN

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LGM

L1 Global Manager Melbourne $142M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Bay Colony Advisors's UDN Position: Q2 2026 in Review

Bay Colony Advisors increased its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 14% in Q2 2026, buying an estimated $171K and bringing the position to 76,428 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #128.

Bay Colony Advisors first reported a position in UDN in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

Bay Colony Advisors held 76,428 shares of Invesco DB US Dollar Index Bearish Fund worth $1.36M as of Q2 2026.
Bay Colony Advisors bought 9,423 Invesco DB US Dollar Index Bearish Fund shares in Q2 2026, an estimated $171K.
Invesco DB US Dollar Index Bearish Fund made up 0.15% of Bay Colony Advisors's portfolio in Q2 2026, its #128 holding.
Bay Colony Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.