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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
Q2 		$75.9K Hold
4,250
– – 0.02% 193
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 $104B AUM 28.3% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $142M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Bridge's UDN Position: Q2 2026 in Review

Legacy Bridge held its Invesco DB US Dollar Index Bearish Fund (UDN) position steady in Q2 2026 at 4,250 shares worth $75.9K. The position accounts for 0.02% of the portfolio, ranked #193.

Legacy Bridge first reported a position in UDN in Q2 2025 and has held it in 5 quarters since. The position peaked at $80.4K in Q2 2025. 30 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

  • Legacy Bridge held 4,250 shares of Invesco DB US Dollar Index Bearish Fund worth $75.9K as of Q2 2026.
  • Legacy Bridge left its Invesco DB US Dollar Index Bearish Fund share count unchanged in Q2 2026.
  • Invesco DB US Dollar Index Bearish Fund made up 0.02% of Legacy Bridge's portfolio in Q2 2026, its #193 holding.
  • Legacy Bridge first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2025 and has held it in 5 quarters since.
  • Legacy Bridge's Invesco DB US Dollar Index Bearish Fund position peaked at $80.4K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.