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

HighTower 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	$10.7M	Buy	600,923 +9,483	+2%	+$172K	0.01%	907
2026 Q1	$10.6M	Buy	591,440 +9,714	+2%	+$177K	0.01%	858
2025 Q4	$10.6M	Buy	581,726 +10,877	+2%	+$202K	0.01%	838
2025 Q3	$10.7M	Buy	570,849 +144,616	+34%	+$2.71M	0.01%	817
2025 Q2	$8.06M	Buy	426,233 +249,327	+141%	+$4.57M	0.01%	894
2025 Q1	$3.1M	Buy	+176,906	New	+$3.02M	﹤0.01%	1284

Other funds holding UDN

GFS Advisors Houston, Texas $948M AUM 32.92% 1-Year Est. Return

BCA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

CWMGI

Capstone Wealth Management Group, Inc. Bend, Oregon $166M AUM

SIS

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BTI

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

HighTower Advisors's UDN Position: Q2 2026 in Review

HighTower Advisors increased its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 1.6% in Q2 2026, buying an estimated $172K and bringing the position to 600,923 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #907.

HighTower Advisors first reported a position in UDN in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.7M in Q3 2025. 10 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

HighTower Advisors held 600,923 shares of Invesco DB US Dollar Index Bearish Fund worth $10.7M as of Q2 2026.
HighTower Advisors bought 9,483 Invesco DB US Dollar Index Bearish Fund shares in Q2 2026, an estimated $172K.
Invesco DB US Dollar Index Bearish Fund made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #907 holding.
HighTower Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2025 and has held it in 6 quarters since.
HighTower Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $10.7M in Q3 2025.
10 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.