Rise Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Rise Advisors’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	-287	Closed	-$5.03K	–	1646
2025 Q1	$5.03K	Hold	287	–	–	﹤0.01%	1154
2024 Q4	$4.79K	Buy	287 +15	+6%	+$270	﹤0.01%	1052
2024 Q3	$5.16K	Sell	272 -224	-45%	-$4.15K	﹤0.01%	1077
2024 Q2	$8.88K	Hold	496	–	–	﹤0.01%	1040
2024 Q1	$8.93K	Sell	496 -289	-37%	-$5.23K	﹤0.01%	1057
2023 Q4	$14.5K	Sell	785 -323	-29%	-$6.01K	0.01%	286
2023 Q3	$20.4K	Hold	1,108	–	–	0.02%	234
2023 Q2	$20.8K	Hold	1,108	–	–	0.02%	233
2023 Q1	$20.8K	Hold	1,108	–	–	0.02%	246
2022 Q4	$20.5K	Buy	1,108 +8	+0.7%	+$142	0.02%	248
2022 Q3	$19K	Hold	1,100	–	–	0.02%	257
2022 Q2	$20K	Hold	1,100	–	–	0.02%	240
2022 Q1	$22K	Hold	1,100	–	–	0.02%	238
2021 Q4	$22.3K	Buy	+1,100	New	+$22.4K	0.02%	234

Other funds holding UDN

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

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

Rise Advisors's UDN Position: Q2 2025 in Review

Rise Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2025, closing a stake of 287 shares — an estimated $5.03K sold.

Rise Advisors first reported a position in UDN in Q4 2021 and held it in 14 quarters. The position peaked at $22.3K in Q4 2021. 28 funds tracked by Wall St. Rank hold UDN as of Q2 2025.

Rise Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 287 Invesco DB US Dollar Index Bearish Fund shares in Q2 2025, an estimated $5.03K.
Rise Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2021 and held it in 14 quarters.
Rise Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $22.3K in Q4 2021.
28 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.