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

Lido 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
2026 Q2	$384K	Sell	21,518 -300	-1%	-$5.45K	﹤0.01%	1621
2026 Q1	$393K	Buy	21,818 +11,161	+105%	+$204K	﹤0.01%	1431
2025 Q4	$201K	Hold	10,657	–	–	﹤0.01%	1777
2025 Q3	$201K	Hold	10,657	–	–	﹤0.01%	1679
2025 Q2	$202K	Buy	+10,657	New	+$195K	﹤0.01%	1521
2021 Q2	–	Sell	-14,258	Closed	-$299K	–	951
2021 Q1	$299K	Hold	14,258	–	–	0.01%	659
2020 Q4	$310K	Hold	14,258	–	–	0.01%	611
2020 Q3	$298K	Buy	+14,258	New	+$298K	0.01%	493

Other funds holding UDN

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LGM

L1 Global Manager Melbourne $142M AUM

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's UDN Position: Q2 2026 in Review

Lido Advisors reduced its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 1.4% in Q2 2026, selling an estimated $5.45K and leaving 21,518 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Lido Advisors first reported a position in UDN in Q3 2020 and has held it in 8 quarters since. The position peaked at $393K in Q1 2026. 31 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

Lido Advisors held 21,518 shares of Invesco DB US Dollar Index Bearish Fund worth $384K as of Q2 2026.
Lido Advisors sold 300 Invesco DB US Dollar Index Bearish Fund shares in Q2 2026, an estimated $5.45K.
Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1621 holding.
Lido Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2020 and has held it in 8 quarters since.
Lido Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $393K in Q1 2026.
31 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.