Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

UDN holding history

Invesco DB US Dollar Index Bearish Fund in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UDN overview All 13F holders of UDN Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of UDN by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−10,999−100.0%	Sold out	Holders
Q2 2023	10,999	$206.9K	<0.1%	+100+0.9%	Added	Holders
Q1 2023	10,899	$204.6K	<0.1%	00.0%	Unchanged	Holders
Q4 2022	10,899	$201.6K	<0.1%	+10,899	New	Holders