Integrated Wealth Concepts’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Integrated Wealth Concepts’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	$19.4K	Buy	+1,088	New	+$19.8K	﹤0.01%	4118

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

Integrated Wealth Concepts's UDN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2026: 1,088 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #4118 among its holdings.

31 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

Integrated Wealth Concepts held 1,088 shares of Invesco DB US Dollar Index Bearish Fund worth $19.4K as of Q2 2026.
Invesco DB US Dollar Index Bearish Fund was a new Integrated Wealth Concepts position in Q2 2026.
Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4118 holding.
31 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.