Richards, Merrill & Peterson’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Richards, Merrill & Peterson’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 Q2	–	Sell	-300	Closed	-$5.26K	–	457
2025 Q1	$5.26K	Hold	300	–	–	﹤0.01%	436
2024 Q4	$5.01K	Buy	+300	New	+$5.41K	﹤0.01%	424

Other funds holding UDN

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Richards, Merrill & Peterson's UDN Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2025, closing a stake of 300 shares — an estimated $5.26K sold.

Richards, Merrill & Peterson first reported a position in UDN in Q4 2024 and held it in 2 quarters. The position peaked at $5.26K in Q1 2025. 28 funds tracked by Wall St. Rank hold UDN as of Q2 2025.

Richards, Merrill & Peterson reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2025 after selling out during the quarter.
Richards, Merrill & Peterson sold 300 Invesco DB US Dollar Index Bearish Fund shares in Q2 2025, an estimated $5.26K.
Richards, Merrill & Peterson first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2024 and held it in 2 quarters.
Richards, Merrill & Peterson's Invesco DB US Dollar Index Bearish Fund position peaked at $5.26K in Q1 2025.
28 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.