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Capasso Planning Partners’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Capasso Planning Partners’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 		– Sell
-40,852
Closed -$774K – 145
2024
Q3 		$774K Buy
+40,852
New +$757K 0.23% 71

Other funds holding UDN

Jane Street
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 $2.18B AUM 26.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
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 $2.11B AUM 27.11% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Capasso Planning Partners's UDN Position: Q4 2024 in Review

Capasso Planning Partners sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2024, closing a stake of 40,852 shares — an estimated $774K sold.

Capasso Planning Partners first reported a position in UDN in Q3 2024 and held it in 1 quarter. The position peaked at $774K in Q3 2024. 23 funds tracked by Wall St. Rank hold UDN as of Q4 2024.

  • Capasso Planning Partners reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 40,852 Invesco DB US Dollar Index Bearish Fund shares in Q4 2024, an estimated $774K.
  • Capasso Planning Partners first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2024 and held it in 1 quarter.
  • Capasso Planning Partners's Invesco DB US Dollar Index Bearish Fund position peaked at $774K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.