MAI Capital Management’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

MAI Capital Management’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	$98.1K	Buy	+5,451	New	+$99.5K	﹤0.01%	1844

Other funds holding UDN

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MAI Capital Management's UDN Position: Q1 2026 in Review

MAI Capital Management opened a new position in Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2026: 5,451 shares worth $98.1K. The stake represents ﹤0.01% of the portfolio and ranks #1844 among its holdings.

37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

MAI Capital Management held 5,451 shares of Invesco DB US Dollar Index Bearish Fund worth $98.1K as of Q1 2026.
Invesco DB US Dollar Index Bearish Fund was a new MAI Capital Management position in Q1 2026.
Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1844 holding.
37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.