Capstone Wealth Management Group LLC
- SEC CIK
- 0002059649
- Latest filing
- Apr 16, 2026
UDN holding history
Invesco DB US Dollar Index Bearish Fund in every 13F filed by Capstone Wealth Management Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UDN overviewAll 13F holders of UDNFull Q1 2026 holdings
- Shares (Q1 2026)
- 13,936
- Value
- $250.8K
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 13,936 | $250.8K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2025 | 13,936 | $254.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 13,936 | $262.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 13,936 | $263.5K | 0.2% | +13,936 | New | Holders |