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 Q2	$56.1K	Hold	3,140	–	–	0.03%	118
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 $104B AUM 28.3% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LGM

L1 Global Manager Melbourne $142M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Delos Wealth Advisors's UDN Position: Q2 2026 in Review

Delos Wealth Advisors held its Invesco DB US Dollar Index Bearish Fund (UDN) position steady in Q2 2026 at 3,140 shares worth $56.1K. 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 9 quarters since. The position peaked at $1.14M in Q1 2024. 31 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

Delos Wealth Advisors held 3,140 shares of Invesco DB US Dollar Index Bearish Fund worth $56.1K as of Q2 2026.
Delos Wealth Advisors left its Invesco DB US Dollar Index Bearish Fund share count unchanged in Q2 2026.
Invesco DB US Dollar Index Bearish Fund made up 0.03% of Delos Wealth Advisors's portfolio in Q2 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 9 quarters since.
Delos Wealth Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $1.14M in Q1 2024.
31 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.