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
Q2 		$548K Sell
30,667
-26,740
-47% -$486K ﹤0.01% 4438
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 $104B AUM 28.3% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $142M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Raymond James Financial's UDN Position: Q2 2026 in Review

Raymond James Financial reduced its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 47% in Q2 2026, selling an estimated $486K and leaving 30,667 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #4438.

Raymond James Financial first reported a position in UDN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2026. 30 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

  • Raymond James Financial held 30,667 shares of Invesco DB US Dollar Index Bearish Fund worth $548K as of Q2 2026.
  • Raymond James Financial sold 26,740 Invesco DB US Dollar Index Bearish Fund shares in Q2 2026, an estimated $486K.
  • Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4438 holding.
  • Raymond James Financial first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Invesco DB US Dollar Index Bearish Fund position peaked at $1.03M in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.