Creative Planning
UDN icon

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

Creative Planning’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 		– Sell
-16,166
Closed -$295K – 4203
2025
Q4 		$295K Sell
16,166
-4,988
-24% -$92.5K ﹤0.01% 3250
2025
Q3 		$398K Buy
21,154
+1,437
+7% +$26.9K ﹤0.01% 2928
2025
Q2 		$373K Buy
+19,717
New +$362K ﹤0.01% 2715
2016
Q1 		– Sell
-1,161
Closed -$25K – 4534
2015
Q4 		$25K Hold
1,161
– – ﹤0.01% 2680
2015
Q3 		$26K Buy
+1,161
New +$25.5K ﹤0.01% 2533
2013
Q3 		– Sell
-1,200
Closed -$31K – 3357
2013
Q2 		$31K Buy
+1,200
New +$31.5K ﹤0.01% 1665

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 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 $462M AUM 15.48% 1-Year Est. Return
UBS Group
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
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

Creative Planning's UDN Position: Q1 2026 in Review

Creative Planning sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2026, closing a stake of 16,166 shares — an estimated $295K sold.

Creative Planning first reported a position in UDN in Q2 2013 and held it in 6 quarters. The position peaked at $398K in Q3 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Creative Planning reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 16,166 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $295K.
  • Creative Planning first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2013 and held it in 6 quarters.
  • Creative Planning's Invesco DB US Dollar Index Bearish Fund position peaked at $398K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.