Fortis Group Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Fortis Group 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
2024 Q1	–	Sell	-12,000	Closed	-$225K	–	533
2023 Q4	$225K	Hold	12,000	–	–	0.06%	120
2023 Q3	$225K	Buy	+12,000	New	+$226K	0.07%	113
2023 Q2	–	Sell	-12,000	Closed	-$228K	–	140
2023 Q1	$228K	Buy	+12,000	New	+$223K	0.07%	115

Other funds holding UDN

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

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

NFG

Northeast Financial Group Tannersville, Pennsylvania $404M AUM 12.61% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Fortis Group Advisors's UDN Position: Q1 2024 in Review

Fortis Group Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2024, closing a stake of 12,000 shares — an estimated $225K sold.

Fortis Group Advisors first reported a position in UDN in Q1 2023 and held it in 3 quarters. The position peaked at $228K in Q1 2023. 23 funds tracked by Wall St. Rank hold UDN as of Q1 2024.

Fortis Group Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2024 after selling out during the quarter.
Fortis Group Advisors sold 12,000 Invesco DB US Dollar Index Bearish Fund shares in Q1 2024, an estimated $225K.
Fortis Group Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2023 and held it in 3 quarters.
Fortis Group Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $228K in Q1 2023.
23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2024.

Based on Fortis Group Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.