Blue Trust Inc’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Blue Trust Inc’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	$1.34K	Hold	75	–	–	﹤0.01%	2249
2026 Q1	$1.35K	Hold	75	–	–	﹤0.01%	2210
2025 Q4	$1.37K	Sell	75 -100	-57%	-$1.85K	﹤0.01%	2219
2025 Q3	$3.29K	Buy	175 +100	+133%	+$1.87K	﹤0.01%	2072
2025 Q2	$1.42K	Hold	75	–	–	﹤0.01%	2173
2025 Q1	$1.32K	Hold	75	–	–	﹤0.01%	2262
2024 Q4	$1.25K	Hold	75	–	–	﹤0.01%	2266
2024 Q3	$1.34K	Hold	75	–	–	﹤0.01%	2659
2024 Q2	$1.35K	Hold	75	–	–	﹤0.01%	2509
2024 Q1	$1.35K	Buy	+75	New	+$1.36K	﹤0.01%	1888

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 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

Blue Trust Inc's UDN Position: Q2 2026 in Review

Blue Trust Inc held its Invesco DB US Dollar Index Bearish Fund (UDN) position steady in Q2 2026 at 75 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Blue Trust Inc first reported a position in UDN in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.29K in Q3 2025. 31 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

Blue Trust Inc held 75 shares of Invesco DB US Dollar Index Bearish Fund worth $1.34K as of Q2 2026.
Blue Trust Inc left its Invesco DB US Dollar Index Bearish Fund share count unchanged in Q2 2026.
Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2249 holding.
Blue Trust Inc first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2024 and has held it in 10 quarters since.
Blue Trust Inc's Invesco DB US Dollar Index Bearish Fund position peaked at $3.29K in Q3 2025.
31 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.