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

IFP 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
2023
Q1 		– Sell
-150
Closed -$3K – 4376
2022
Q4 		$3K Buy
+150
New +$2.67K ﹤0.01% 4067

Other funds holding UDN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NFG
Northeast Financial Group Tannersville, Pennsylvania $404M AUM 12.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GSC
Grey Street Capital Chicago, Illinois $739M AUM 50.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFP Advisors's UDN Position: Q1 2023 in Review

IFP Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2023, closing a stake of 150 shares — an estimated $3K sold.

IFP Advisors first reported a position in UDN in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 29 funds tracked by Wall St. Rank hold UDN as of Q1 2023.

  • IFP Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 150 Invesco DB US Dollar Index Bearish Fund shares in Q1 2023, an estimated $3K.
  • IFP Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $3K in Q4 2022.
  • 29 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.