LPL Financial
UDN icon

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

LPL Financial’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 		$592K Buy
32,885
+22,580
+219% +$412K ﹤0.01% 4618
2025
Q4 		$188K Sell
10,305
-44,227
-81% -$820K ﹤0.01% 5463
2025
Q3 		$1.03M Buy
+54,532
New +$1.02M ﹤0.01% 3981
2024
Q4 		– Sell
-352,867
Closed -$6.68M – 5435
2024
Q3 		$6.68M Buy
+352,867
New +$6.54M ﹤0.01% 1761
2023
Q3 		– Sell
-21,382
Closed -$402K – 4796
2023
Q2 		$402K Buy
+21,382
New +$403K ﹤0.01% 3626
2021
Q3 		– Sell
-45,992
Closed -$970K – 4420
2021
Q2 		$970K Sell
45,992
-12,610
-22% -$271K ﹤0.01% 2590
2021
Q1 		$1.23M Sell
58,602
-53,780
-48% -$1.16M ﹤0.01% 2223
2020
Q4 		$2.45M Buy
112,382
+27,446
+32% +$584K ﹤0.01% 1541
2020
Q3 		$1.77M Buy
84,936
+42,819
+102% +$896K ﹤0.01% 1534
2020
Q2 		$852K Buy
+42,117
New +$841K ﹤0.01% 1952
2019
Q2 		– Sell
-11,670
Closed -$242K – 3351
2019
Q1 		$242K Buy
+11,670
New +$244K ﹤0.01% 2807
2017
Q3 		– Sell
-65,021
Closed -$1.42M – 2934
2017
Q2 		$1.42M Buy
+65,021
New +$1.38M 0.01% 1148

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

LPL Financial's UDN Position: Q1 2026 in Review

LPL Financial increased its Invesco DB US Dollar Index Bearish Fund (UDN) stake by 219% in Q1 2026, buying an estimated $412K and bringing the position to 32,885 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #4618.

LPL Financial first reported a position in UDN in Q2 2017 and has held it in 12 quarters since. The position peaked at $6.68M in Q3 2024. 37 funds tracked by Wall St. Rank hold UDN as of Q1 2026.

  • LPL Financial held 32,885 shares of Invesco DB US Dollar Index Bearish Fund worth $592K as of Q1 2026.
  • LPL Financial bought 22,580 Invesco DB US Dollar Index Bearish Fund shares in Q1 2026, an estimated $412K.
  • Invesco DB US Dollar Index Bearish Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4618 holding.
  • LPL Financial first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2017 and has held it in 12 quarters since.
  • LPL Financial's Invesco DB US Dollar Index Bearish Fund position peaked at $6.68M in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.