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
2026 Q3	$218K	Buy	+12,207	New	+$221K	0.01%	1076
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

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Sowell Financial Services's UDN Position: Q3 2026 in Review

Sowell Financial Services opened a new position in Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2026: 12,207 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #1076 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in UDN as recently as Q3 2024.

Sowell Financial Services first reported a position in UDN in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.46M in Q3 2024. 4 funds tracked by Wall St. Rank hold UDN as of Q3 2026.

Sowell Financial Services held 12,207 shares of Invesco DB US Dollar Index Bearish Fund worth $218K as of Q3 2026.
Invesco DB US Dollar Index Bearish Fund was a new Sowell Financial Services position in Q3 2026.
Invesco DB US Dollar Index Bearish Fund made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1076 holding.
Sowell Financial Services first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2020 and has held it in 10 quarters since.
Sowell Financial Services's Invesco DB US Dollar Index Bearish Fund position peaked at $2.46M in Q3 2024.
4 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.