LPL Financial LLC
Position in UDN — Invesco Db US Dollar Index Bearish Fund
CIK 1403438
FORT MILL, SC
Position in UDN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$292,939
-$298,991 QoQ
Shares Held
16,402
-50.1% QoQ
Ownership
0.273%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 31 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UDN Over Time
Shares Held
Position Value (USD)
All Filings in UDN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,939 | 16,402 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $591,930 | 32,885 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $187,963 | 10,305 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,026,292 | 54,532 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $6,683,300 | 352,867 | Shares | Sole | 2024-11-08 | |
| 2023-06-30 | $402,195 | 21,382 | Shares | Sole | 2023-07-31 | |
| 2021-06-30 | $969,511 | 45,992 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,227,125 | 58,602 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,446,556 | 112,382 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,774,313 | 84,936 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $852,026 | 42,117 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||