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

Mutual 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
2025 Q2	–	Sell	-14,264	Closed	-$262K	–	1199
2025 Q1	$262K	Buy	+14,264	New	+$244K	0.01%	940

Other funds holding UDN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Mutual Advisors's UDN Position: Q2 2025 in Review

Mutual Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2025, closing a stake of 14,264 shares — an estimated $262K sold.

Mutual Advisors first reported a position in UDN in Q1 2025 and held it in 1 quarter. The position peaked at $262K in Q1 2025. 28 funds tracked by Wall St. Rank hold UDN as of Q2 2025.

Mutual Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2025 after selling out during the quarter.
Mutual Advisors sold 14,264 Invesco DB US Dollar Index Bearish Fund shares in Q2 2025, an estimated $262K.
Mutual Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2025 and held it in 1 quarter.
Mutual Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $262K in Q1 2025.
28 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2025.

Based on Mutual Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.