Commonwealth Equity Services
UDN icon

Commonwealth Equity Services’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Commonwealth Equity Services’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
-10,280
Closed -$195K – 4218
2024
Q3 		$195K Buy
+10,280
New +$191K ﹤0.01% 3715
2021
Q4 		– Sell
-14,580
Closed -$300K – 3730
2021
Q3 		$300K Buy
+14,580
New +$306K ﹤0.01% 2935

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

Commonwealth Equity Services's UDN Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2024, closing a stake of 10,280 shares — an estimated $195K sold.

Commonwealth Equity Services first reported a position in UDN in Q3 2021 and held it in 2 quarters. The position peaked at $300K in Q3 2021. 23 funds tracked by Wall St. Rank hold UDN as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,280 Invesco DB US Dollar Index Bearish Fund shares in Q4 2024, an estimated $195K.
  • Commonwealth Equity Services first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2021 and held it in 2 quarters.
  • Commonwealth Equity Services's Invesco DB US Dollar Index Bearish Fund position peaked at $300K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.