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

Delos Wealth 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
2026 Q1	$56.5K	Buy	3,140 +55	+2%	+$1K	0.03%	118
2025 Q4	$56.3K	Buy	3,085 +174	+6%	+$3.23K	0.04%	91
2025 Q3	$54.8K	Buy	2,911 +704	+32%	+$13.2K	0.04%	102
2025 Q2	$41.7K	Buy	+2,207	New	+$40.5K	0.03%	103
2025 Q1	–	Sell	-2,326	Closed	-$38.9K	–	176
2024 Q4	$38.9K	Sell	2,326 -48,300	-95%	-$871K	0.03%	82
2024 Q3	$959K	Buy	50,626 +1,272	+3%	+$23.6K	0.84%	33
2024 Q2	$883K	Sell	49,354 -13,753	-22%	-$247K	0.85%	34
2024 Q1	$1.14M	Buy	+63,107	New	+$1.14M	1.28%	30

Other funds holding UDN

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

GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return

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

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Delos Wealth Advisors's UDN Position: Q1 2026 in Review

Delos Wealth Advisors increased its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 1.8% in Q1 2026, buying an estimated $1K and bringing the position to 3,140 shares worth $56.5K. The position accounts for 0.03% of the portfolio, ranked #118.

Delos Wealth Advisors first reported a position in UDN in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2024. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

Delos Wealth Advisors held 3,140 shares of Invesco DB US Dollar Index Bearish Fund worth $56.5K as of Q1 2026.
Delos Wealth Advisors bought 55 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $1K.
Invesco DB US Dollar Index Bearish Fund made up 0.03% of Delos Wealth Advisors's portfolio in Q1 2026, its #118 holding.
Delos Wealth Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2024 and has held it in 8 quarters since.
Delos Wealth Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $1.14M in Q1 2024.
37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.