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Mather Group’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Mather Group’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
2024
Q3 		– Sell
-100
Closed -$1.8K – 2190
2024
Q2 		$1.8K Buy
+100
New +$1.79K ﹤0.01% 1915

Other funds holding UDN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mather Group's UDN Position: Q3 2024 in Review

Mather Group sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2024, closing a stake of 100 shares — an estimated $1.8K sold.

Mather Group first reported a position in UDN in Q2 2024 and held it in 1 quarter. The position peaked at $1.8K in Q2 2024. 25 funds tracked by Wall St. Rank hold UDN as of Q3 2024.

  • Mather Group reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 100 Invesco DB US Dollar Index Bearish Fund shares in Q3 2024, an estimated $1.8K.
  • Mather Group first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2024 and held it in 1 quarter.
  • Mather Group's Invesco DB US Dollar Index Bearish Fund position peaked at $1.8K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.