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

NewEdge 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 Q1	$211K	Buy	+11,718	New	+$214K	﹤0.01%	2571

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

NewEdge Advisors's UDN Position: Q1 2026 in Review

NewEdge Advisors opened a new position in Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2026: 11,718 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #2571 among its holdings.

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

NewEdge Advisors held 11,718 shares of Invesco DB US Dollar Index Bearish Fund worth $211K as of Q1 2026.
Invesco DB US Dollar Index Bearish Fund was a new NewEdge Advisors position in Q1 2026.
Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2571 holding.
37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.