Raymond James Financial
UDN icon

Raymond James Financial’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Raymond James Financial’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 		$1.03M Buy
57,407
+2,967
+5% +$54.1K ﹤0.01% 3824
2025
Q4 		$993K Buy
54,440
+15,120
+38% +$280K ﹤0.01% 3779
2025
Q3 		$740K Buy
39,320
+27,985
+247% +$524K ﹤0.01% 3870
2025
Q2 		$214K Buy
+11,335
New +$208K ﹤0.01% 4485

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 32.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 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
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial's UDN Position: Q1 2026 in Review

Raymond James Financial increased its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 5.5% in Q1 2026, buying an estimated $54.1K and bringing the position to 57,407 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3824.

Raymond James Financial first reported a position in UDN in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Raymond James Financial held 57,407 shares of Invesco DB US Dollar Index Bearish Fund worth $1.03M as of Q1 2026.
  • Raymond James Financial bought 2,967 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $54.1K.
  • Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3824 holding.
  • Raymond James Financial first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.