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Surevest’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Surevest’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
2022
Q3 		– Sell
-5,225
Closed -$96K – 592
2022
Q2 		$96K Hold
5,225
– – 0.03% 171
2022
Q1 		$103K Hold
5,225
– – 0.02% 157
2021
Q4 		$106K Buy
+5,225
New +$107K 0.03% 147

Other funds holding UDN

Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Surevest's UDN Position: Q3 2022 in Review

Surevest sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2022, closing a stake of 5,225 shares — an estimated $96K sold.

Surevest first reported a position in UDN in Q4 2021 and held it in 3 quarters. The position peaked at $106K in Q4 2021. 19 funds tracked by Wall St. Rank hold UDN as of Q3 2022.

  • Surevest reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2022 after selling out during the quarter.
  • Surevest sold 5,225 Invesco DB US Dollar Index Bearish Fund shares in Q3 2022, an estimated $96K.
  • Surevest first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2021 and held it in 3 quarters.
  • Surevest's Invesco DB US Dollar Index Bearish Fund position peaked at $106K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.