Cutter & Co Brokerage’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Cutter & Co Brokerage’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
2025 Q2	–	Sell	-16,525	Closed	-$290K	–	155
2025 Q1	$290K	Sell	16,525 -200	-1%	-$3.42K	0.07%	132
2024 Q4	$279K	Hold	16,725	–	–	0.07%	138
2024 Q3	$317K	Sell	16,725 -200	-1%	-$3.71K	0.07%	138
2024 Q2	$303K	Hold	16,925	–	–	0.07%	140
2024 Q1	$304K	Hold	16,925	–	–	0.07%	141
2023 Q4	$312K	Sell	16,925 -4,300	-20%	-$80K	0.09%	132
2023 Q3	$390K	Sell	21,225 -300	-1%	-$5.65K	0.11%	107
2023 Q2	$405K	Sell	21,525 -600	-3%	-$11.3K	0.12%	110
2023 Q1	$415K	Hold	22,125	–	–	0.13%	112
2022 Q4	$409K	Hold	22,125	–	–	0.14%	113
2022 Q3	$379K	Sell	22,125 -1,800	-8%	-$32K	0.14%	119
2022 Q2	$441K	Buy	23,925 +2,000	+9%	+$37.6K	0.15%	118
2022 Q1	$431K	Buy	21,925 +3,500	+19%	+$69.9K	0.13%	128
2021 Q4	$373K	Hold	18,425	–	–	0.1%	165
2021 Q3	$380K	Sell	18,425 -200	-1%	-$4.19K	0.09%	186
2021 Q2	$393K	Sell	18,625 -400	-2%	-$8.58K	0.09%	182
2021 Q1	$398K	Buy	+19,025	New	+$409K	0.1%	170

Other funds holding UDN

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Cutter & Co Brokerage's UDN Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2025, closing a stake of 16,525 shares — an estimated $290K sold.

Cutter & Co Brokerage first reported a position in UDN in Q1 2021 and held it in 17 quarters. The position peaked at $441K in Q2 2022. 28 funds tracked by Wall St. Rank hold UDN as of Q2 2025.

Cutter & Co Brokerage reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 16,525 Invesco DB US Dollar Index Bearish Fund shares in Q2 2025, an estimated $290K.
Cutter & Co Brokerage first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2021 and held it in 17 quarters.
Cutter & Co Brokerage's Invesco DB US Dollar Index Bearish Fund position peaked at $441K in Q2 2022.
28 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.