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Prospera Financial Services’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Prospera Financial Services’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
-18,100
Closed -$326K – 1541
2026
Q1 		$326K Sell
18,100
-2,700
-13% -$49.3K 0.01% 1181
2025
Q4 		$379K Sell
20,800
-2,850
-12% -$52.9K 0.01% 1044
2025
Q3 		$445K Sell
23,650
-550
-2% -$10.3K 0.01% 981
2025
Q2 		$458K Buy
24,200
+13,100
+118% +$240K 0.01% 938
2025
Q1 		$195K Hold
11,100
– – ﹤0.01% 1123
2024
Q4 		$185K Hold
11,100
– – ﹤0.01% 1093
2024
Q3 		$210K Hold
11,100
– – 0.01% 1064
2024
Q2 		$199K Buy
+11,100
New +$199K 0.01% 1074

Other funds holding UDN

BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Prospera Financial Services's UDN Position: Q2 2026 in Review

Prospera Financial Services sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2026, closing a stake of 18,100 shares — an estimated $326K sold.

Prospera Financial Services first reported a position in UDN in Q2 2024 and held it in 8 quarters. The position peaked at $458K in Q2 2025. 4 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

  • Prospera Financial Services reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 18,100 Invesco DB US Dollar Index Bearish Fund shares in Q2 2026, an estimated $326K.
  • Prospera Financial Services first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2024 and held it in 8 quarters.
  • Prospera Financial Services's Invesco DB US Dollar Index Bearish Fund position peaked at $458K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.