Spire Wealth Management’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Spire Wealth Management’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	-4,897	Closed	-$85.9K	–	2571
2025 Q1	$85.9K	Hold	4,897	–	–	﹤0.01%	1090
2024 Q4	$81.8K	Hold	4,897	–	–	﹤0.01%	1108
2024 Q3	$92.7K	Buy	4,897 +1	+0%	+$19	﹤0.01%	932
2024 Q2	$87.6K	Sell	4,896 -1	-0%	-$18	﹤0.01%	934
2024 Q1	$88.1K	Hold	4,897	–	–	﹤0.01%	1026
2023 Q4	$88.6K	Hold	4,897	–	–	﹤0.01%	1024
2023 Q3	$90K	Hold	4,897	–	–	﹤0.01%	982
2023 Q2	$92.1K	Hold	4,897	–	–	﹤0.01%	994
2023 Q1	$91.9K	Hold	4,897	–	–	﹤0.01%	995
2022 Q4	$91K	Hold	4,897	–	–	0.01%	782
2022 Q3	$84K	Hold	4,897	–	–	0.01%	768
2022 Q2	$90K	Sell	4,897 -4,696	-49%	-$88.4K	﹤0.01%	1075
2022 Q1	$188K	Hold	9,593	–	–	0.01%	924
2021 Q4	$194K	Hold	9,593	–	–	﹤0.01%	1106
2021 Q3	$198K	Hold	9,593	–	–	0.01%	933
2021 Q2	$202K	Sell	9,593 -1	-0%	-$21	0.01%	943
2021 Q1	$201K	Buy	+9,594	New	+$206K	0.01%	1062

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

Spire Wealth Management's UDN Position: Q2 2025 in Review

Spire Wealth Management sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2025, closing a stake of 4,897 shares — an estimated $85.9K sold.

Spire Wealth Management first reported a position in UDN in Q1 2021 and held it in 17 quarters. The position peaked at $202K in Q2 2021. 28 funds tracked by Wall St. Rank hold UDN as of Q2 2025.

Spire Wealth Management reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 4,897 Invesco DB US Dollar Index Bearish Fund shares in Q2 2025, an estimated $85.9K.
Spire Wealth Management first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's Invesco DB US Dollar Index Bearish Fund position peaked at $202K in Q2 2021.
28 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.