Janney Montgomery Scott
UDN icon

Janney Montgomery Scott’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Janney Montgomery Scott’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
2021
Q2 		– Sell
-35,659
Closed -$747K – 2304
2021
Q1 		$747K Buy
+35,659
New +$766K ﹤0.01% 1348

Other funds holding UDN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott's UDN Position: Q2 2021 in Review

Janney Montgomery Scott sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2021, closing a stake of 35,659 shares — an estimated $747K sold.

Janney Montgomery Scott first reported a position in UDN in Q1 2021 and held it in 1 quarter. The position peaked at $747K in Q1 2021. 20 funds tracked by Wall St. Rank hold UDN as of Q2 2021.

  • Janney Montgomery Scott reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 35,659 Invesco DB US Dollar Index Bearish Fund shares in Q2 2021, an estimated $747K.
  • Janney Montgomery Scott first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2021 and held it in 1 quarter.
  • Janney Montgomery Scott's Invesco DB US Dollar Index Bearish Fund position peaked at $747K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2021.

Based on Janney Montgomery Scott's 13F filing for Q2 2021, filed 26 Jul 2021.