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Kestra Advisory Services’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-4,831
Closed -$88.1K – 4330
2025
Q4 		$88.1K Buy
+4,831
New +$89.6K ﹤0.01% 3530

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $149M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kestra Advisory Services's UDN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2026, closing a stake of 4,831 shares — an estimated $88.1K sold.

Kestra Advisory Services first reported a position in UDN in Q4 2025 and held it in 1 quarter. The position peaked at $88.1K in Q4 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,831 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $88.1K.
  • Kestra Advisory Services first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Invesco DB US Dollar Index Bearish Fund position peaked at $88.1K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.