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

Kingswood Wealth 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
2025
Q1 		– Sell
-16,211
Closed -$271K – 820
2024
Q4 		$271K Buy
+16,211
New +$292K 0.02% 641
2023
Q3 		– Sell
-17,624
Closed -$332K – 474
2023
Q2 		$332K Buy
+17,624
New +$332K 0.11% 184

Other funds holding UDN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Kingswood Wealth Advisors's UDN Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2025, closing a stake of 16,211 shares — an estimated $271K sold.

Kingswood Wealth Advisors first reported a position in UDN in Q2 2023 and held it in 2 quarters. The position peaked at $332K in Q2 2023. 25 funds tracked by Wall St. Rank hold UDN as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,211 Invesco DB US Dollar Index Bearish Fund shares in Q1 2025, an estimated $271K.
  • Kingswood Wealth Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $332K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.