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Pine Valley Investments’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Pine Valley Investments’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
Q4 		– Sell
-11,017
Closed -$207K – 588
2025
Q3 		$207K Sell
11,017
-15,665
-59% -$293K 0.01% 516
2025
Q2 		$505K Sell
26,682
-18,618
-41% -$341K 0.03% 345
2025
Q1 		$795K Sell
45,300
-2,800
-6% -$47.9K 0.05% 282
2024
Q4 		$804K Buy
48,100
+33,702
+234% +$608K 0.05% 268
2024
Q3 		$273K Sell
14,398
-600
-4% -$11.1K 0.02% 430
2024
Q2 		$268K Sell
14,998
-400
-3% -$7.17K 0.02% 409
2024
Q1 		$277K Sell
15,398
-900
-6% -$16.3K 0.02% 408
2023
Q4 		$300K Sell
16,298
-263
-2% -$4.89K 0.02% 383
2023
Q3 		$304K Sell
16,561
-1,500
-8% -$28.2K 0.03% 362
2023
Q2 		$340K Sell
18,061
-200
-1% -$3.77K 0.03% 305
2023
Q1 		$347K Buy
+18,261
New +$339K 0.05% 205

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $149M AUM
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Pine Valley Investments's UDN Position: Q4 2025 in Review

Pine Valley Investments sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2025, closing a stake of 11,017 shares — an estimated $207K sold.

Pine Valley Investments first reported a position in UDN in Q1 2023 and held it in 11 quarters. The position peaked at $804K in Q4 2024. 33 funds tracked by Wall St. Rank hold UDN as of Q4 2025.

  • Pine Valley Investments reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2025 after selling out during the quarter.
  • Pine Valley Investments sold 11,017 Invesco DB US Dollar Index Bearish Fund shares in Q4 2025, an estimated $207K.
  • Pine Valley Investments first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2023 and held it in 11 quarters.
  • Pine Valley Investments's Invesco DB US Dollar Index Bearish Fund position peaked at $804K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2025.

Based on Pine Valley Investments's 13F filing for Q4 2025, filed 13 Feb 2026.