Farther Finance Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Farther Finance 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	$9.38K	Sell	525 -604	-53%	-$11K	﹤0.01%	4460
2026 Q1	$20.4K	Buy	+1,129	New	+$20.6K	﹤0.01%	3642

Other funds holding UDN

BCA

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Farther Finance Advisors's UDN Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 53% in Q2 2026, selling an estimated $11K and leaving 525 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #4460.

Farther Finance Advisors first reported a position in UDN in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.4K in Q1 2026. 4 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

Farther Finance Advisors held 525 shares of Invesco DB US Dollar Index Bearish Fund worth $9.38K as of Q2 2026.
Farther Finance Advisors sold 604 Invesco DB US Dollar Index Bearish Fund shares in Q2 2026, an estimated $11K.
Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4460 holding.
Farther Finance Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2026 and has held it in 2 quarters since.
Farther Finance Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $20.4K in Q1 2026.
4 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.