CA
UDN icon

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

Cetera 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
2023
Q2 		– Sell
-12,475
Closed -$234K – 1765
2023
Q1 		$234K Buy
+12,475
New +$232K ﹤0.01% 1412

Other funds holding UDN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
NFG
Northeast Financial Group Tannersville, Pennsylvania $404M AUM 12.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Cetera Advisors's UDN Position: Q2 2023 in Review

Cetera Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2023, closing a stake of 12,475 shares — an estimated $234K sold.

Cetera Advisors first reported a position in UDN in Q1 2023 and held it in 1 quarter. The position peaked at $234K in Q1 2023. 25 funds tracked by Wall St. Rank hold UDN as of Q2 2023.

  • Cetera Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2023 after selling out during the quarter.
  • Cetera Advisors sold 12,475 Invesco DB US Dollar Index Bearish Fund shares in Q2 2023, an estimated $234K.
  • Cetera Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2023 and held it in 1 quarter.
  • Cetera Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $234K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2023.

Based on Cetera Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.