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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
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 $94.2B AUM 21.24% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $785M AUM 27.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LGM
L1 Global Manager Melbourne $149M AUM
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's UDN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 99% in Q1 2026, selling an estimated $367K and leaving 241 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3844.

Steward Partners Investment Advisory first reported a position in UDN in Q4 2025 and has held it in 2 quarters since. The position peaked at $371K in Q4 2025. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • Steward Partners Investment Advisory held 241 shares of Invesco DB US Dollar Index Bearish Fund worth $4.34K as of Q1 2026.
  • Steward Partners Investment Advisory sold 20,090 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $367K.
  • Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3844 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 2 quarters since.
  • Steward Partners Investment Advisory's Invesco DB US Dollar Index Bearish Fund position peaked at $371K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.