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CreativeOne Wealth’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

CreativeOne Wealth’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
2022
Q2 		– Sell
-10,358
Closed -$203K – 809
2022
Q1 		$203K Buy
+10,358
New +$207K 0.01% 702

Other funds holding UDN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CreativeOne Wealth's UDN Position: Q2 2022 in Review

CreativeOne Wealth sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2022, closing a stake of 10,358 shares — an estimated $203K sold.

CreativeOne Wealth first reported a position in UDN in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 17 funds tracked by Wall St. Rank hold UDN as of Q2 2022.

  • CreativeOne Wealth reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 10,358 Invesco DB US Dollar Index Bearish Fund shares in Q2 2022, an estimated $203K.
  • CreativeOne Wealth first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2022 and held it in 1 quarter.
  • CreativeOne Wealth's Invesco DB US Dollar Index Bearish Fund position peaked at $203K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2022.

Based on CreativeOne Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.