Capstone Wealth Management Group (Oregon)’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q1	$251K	Hold	13,936	–	–	0.15%	108
2025 Q4	$254K	Hold	13,936	–	–	0.15%	107
2025 Q3	$262K	Hold	13,936	–	–	0.17%	98
2025 Q2	$264K	Buy	+13,936	New	+$256K	0.19%	84

Other funds holding UDN

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return

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

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

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LGM

L1 Global Manager Melbourne $149M AUM

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Capstone Wealth Management Group (Oregon)'s UDN Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its Invesco DB US Dollar Index Bearish Fund (UDN) position steady in Q1 2026 at 13,936 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #108.

Capstone Wealth Management Group (Oregon) first reported a position in UDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $264K in Q2 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 13,936 shares of Invesco DB US Dollar Index Bearish Fund worth $251K as of Q1 2026.
Capstone Wealth Management Group (Oregon) left its Invesco DB US Dollar Index Bearish Fund share count unchanged in Q1 2026.
Invesco DB US Dollar Index Bearish Fund made up 0.15% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #108 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2025 and has held it in 4 quarters since.
Capstone Wealth Management Group (Oregon)'s Invesco DB US Dollar Index Bearish Fund position peaked at $264K in Q2 2025.
37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.