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Steward Partners Investment Advisory’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$4.3K Hold
241
– – ﹤0.01% 4023
2026
Q1 		$4.34K Sell
241
-20,090
-99% -$367K ﹤0.01% 3844
2025
Q4 		$371K Buy
+20,331
New +$377K ﹤0.01% 1594

Other funds holding UDN

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $142M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steward Partners Investment Advisory's UDN Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Invesco DB US Dollar Index Bearish Fund (UDN) position steady in Q2 2026 at 241 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4023.

Steward Partners Investment Advisory first reported a position in UDN in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q4 2025. 31 funds tracked by Wall St. Rank hold UDN as of Q2 2026.

  • Steward Partners Investment Advisory held 241 shares of Invesco DB US Dollar Index Bearish Fund worth $4.3K as of Q2 2026.
  • Steward Partners Investment Advisory left its Invesco DB US Dollar Index Bearish Fund share count unchanged in Q2 2026.
  • Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4023 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Invesco DB US Dollar Index Bearish Fund position peaked at $371K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.