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

Stapp 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
2023
Q2 		– Sell
-16,269
Closed -$305K – 24
2023
Q1 		$305K Hold
16,269
– – 0.42% 20
2022
Q4 		$301K Hold
16,269
– – 0.72% 17
2022
Q3 		$278K Buy
+16,269
New +$289K 0.81% 16

Other funds holding UDN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
NFG
Northeast Financial Group Tannersville, Pennsylvania $404M AUM 12.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Stapp Wealth Management's UDN Position: Q2 2023 in Review

Stapp Wealth Management sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2023, closing a stake of 16,269 shares — an estimated $305K sold.

Stapp Wealth Management first reported a position in UDN in Q3 2022 and held it in 3 quarters. The position peaked at $305K in Q1 2023. 25 funds tracked by Wall St. Rank hold UDN as of Q2 2023.

  • Stapp Wealth Management reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2023 after selling out during the quarter.
  • Stapp Wealth Management sold 16,269 Invesco DB US Dollar Index Bearish Fund shares in Q2 2023, an estimated $305K.
  • Stapp Wealth Management first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2022 and held it in 3 quarters.
  • Stapp Wealth Management's Invesco DB US Dollar Index Bearish Fund position peaked at $305K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2023.

Based on Stapp Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.