Carson Wealth (CWM LLC)
UDN icon

Carson Wealth (CWM LLC)’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Carson Wealth (CWM LLC)’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 		$900 Hold
50
– – ﹤0.01% 5414
2025
Q4 		$1K Hold
50
– – ﹤0.01% 5293
2025
Q3 		$1K Sell
50
-43
-46% -$805 ﹤0.01% 5198
2025
Q2 		$2K Buy
93
+43
+86% +$788 ﹤0.01% 4934
2025
Q1 		$1K Hold
50
– – ﹤0.01% 5002
2024
Q4 		$1K Hold
50
– – ﹤0.01% 4826
2024
Q3 		$1K Hold
50
– – ﹤0.01% 4734
2024
Q2 		$1K Hold
50
– – ﹤0.01% 4503
2024
Q1 		$1K Hold
50
– – ﹤0.01% 4228
2023
Q4 		$1K Buy
+50
New +$930 ﹤0.01% 4056

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $142M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UDN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco DB US Dollar Index Bearish Fund (UDN) position steady in Q1 2026 at 50 shares worth $900. The position accounts for ﹤0.01% of the portfolio, ranked #5414.

Carson Wealth (CWM LLC) first reported a position in UDN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2K in Q2 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 50 shares of Invesco DB US Dollar Index Bearish Fund worth $900 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco DB US Dollar Index Bearish Fund share count unchanged in Q1 2026.
  • Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5414 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco DB US Dollar Index Bearish Fund position peaked at $2K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.