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

Sowell 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
2024 Q4	–	Sell	-130,005	Closed	-$2.46M	–	604
2024 Q3	$2.46M	Buy	130,005 +27,802	+27%	+$515K	0.11%	201
2024 Q2	$1.83M	Sell	102,203 -515	-0.5%	-$9.24K	0.09%	235
2024 Q1	$1.85M	Buy	102,718 +26,685	+35%	+$483K	0.09%	246
2023 Q4	$1.4M	Buy	76,033 +2,690	+4%	+$50K	0.08%	275
2023 Q3	$1.35M	Buy	73,343 +2,882	+4%	+$54.3K	0.08%	259
2023 Q2	$1.32M	Buy	+70,461	New	+$1.33M	0.07%	299
2022 Q3	–	Sell	-10,792	Closed	-$295K	–	452
2022 Q2	$295K	Buy	+10,792	New	+$203K	0.03%	258
2021 Q2	–	Sell	-694	Closed	-$15K	–	2577
2021 Q1	$15K	Hold	694	–	–	﹤0.01%	2173
2020 Q4	$15K	Buy	+694	New	+$14.8K	﹤0.01%	1867

Other funds holding UDN

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Sowell Financial Services's UDN Position: Q4 2024 in Review

Sowell Financial Services sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2024, closing a stake of 130,005 shares — an estimated $2.46M sold.

Sowell Financial Services first reported a position in UDN in Q4 2020 and held it in 9 quarters. The position peaked at $2.46M in Q3 2024. 23 funds tracked by Wall St. Rank hold UDN as of Q4 2024.

Sowell Financial Services reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 130,005 Invesco DB US Dollar Index Bearish Fund shares in Q4 2024, an estimated $2.46M.
Sowell Financial Services first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2020 and held it in 9 quarters.
Sowell Financial Services's Invesco DB US Dollar Index Bearish Fund position peaked at $2.46M in Q3 2024.
23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.