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Legacy Bridge’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Legacy Bridge’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 		$76.5K Hold
4,250
– – 0.03% 185
2025
Q4 		$77.5K Hold
4,250
– – 0.03% 179
2025
Q3 		$80K Hold
4,250
– – 0.03% 177
2025
Q2 		$80.4K Buy
+4,250
New +$77.9K 0.04% 167

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

Legacy Bridge's UDN Position: Q1 2026 in Review

Legacy Bridge held its Invesco DB US Dollar Index Bearish Fund (UDN) position steady in Q1 2026 at 4,250 shares worth $76.5K. The position accounts for 0.03% of the portfolio, ranked #185.

Legacy Bridge first reported a position in UDN in Q2 2025 and has held it in 4 quarters since. The position peaked at $80.4K in Q2 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Legacy Bridge held 4,250 shares of Invesco DB US Dollar Index Bearish Fund worth $76.5K as of Q1 2026.
  • Legacy Bridge left its Invesco DB US Dollar Index Bearish Fund share count unchanged in Q1 2026.
  • Invesco DB US Dollar Index Bearish Fund made up 0.03% of Legacy Bridge's portfolio in Q1 2026, its #185 holding.
  • Legacy Bridge first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2025 and has held it in 4 quarters since.
  • Legacy Bridge's Invesco DB US Dollar Index Bearish Fund position peaked at $80.4K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.