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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
Q2 		– Sell
-5,451
Closed -$98.1K – 4554
2026
Q1 		$98.1K Buy
+5,451
New +$99.5K ﹤0.01% 1844

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

MAI Capital Management's UDN Position: Q2 2026 in Review

MAI Capital Management sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2026, closing a stake of 5,451 shares — an estimated $98.1K sold.

MAI Capital Management first reported a position in UDN in Q1 2026 and held it in 1 quarter. The position peaked at $98.1K in Q1 2026. 30 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

  • MAI Capital Management reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 5,451 Invesco DB US Dollar Index Bearish Fund shares in Q2 2026, an estimated $98.1K.
  • MAI Capital Management first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Invesco DB US Dollar Index Bearish Fund position peaked at $98.1K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.