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Capstone Wealth Management Group, Inc.’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$249K Buy
+13,936
New +$253K 0.15% 109

Other funds holding UDN

BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
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

Capstone Wealth Management Group, Inc.'s UDN Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2026: 13,936 shares worth $249K. The stake represents 0.15% of the portfolio and ranks #109 among its holdings.

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

  • Capstone Wealth Management Group, Inc. held 13,936 shares of Invesco DB US Dollar Index Bearish Fund worth $249K as of Q2 2026.
  • Invesco DB US Dollar Index Bearish Fund was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • Invesco DB US Dollar Index Bearish Fund made up 0.15% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #109 holding.
  • 6 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.