Harbour Investments’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Harbour Investments’s Portfolio UUP Stock Details UUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.93M	Sell	103,204 -14,642	-12%	-$406K	0.04%	425
2026 Q1	$3.27M	Buy	+117,846	New	+$3.21M	0.05%	347
2025 Q3	–	Sell	-422	Closed	-$11.3K	–	3858
2025 Q2	$11.3K	Hold	422	–	–	﹤0.01%	2507
2025 Q1	$12K	Hold	422	–	–	﹤0.01%	2436
2024 Q4	$12.4K	Hold	422	–	–	﹤0.01%	2334
2024 Q3	$11.9K	Hold	422	–	–	﹤0.01%	2280
2024 Q2	$12.3K	Hold	422	–	–	﹤0.01%	2165
2024 Q1	$12K	Sell	422 -212	-33%	-$5.91K	﹤0.01%	2153
2023 Q4	$17.2K	Buy	+634	New	+$18.5K	﹤0.01%	1935
2022 Q4	–	Sell	-3,670	Closed	-$103K	–	3119
2022 Q3	$103K	Hold	3,670	–	–	0.01%	954
2022 Q2	$103K	Buy	+3,670	New	+$101K	0.01%	954
2021 Q4	$94K	Sell	3,670 -900	-20%	-$23K	0.01%	993
2021 Q3	$116K	Buy	4,570 +2,800	+158%	+$69.8K	﹤0.01%	1299
2021 Q2	$44K	Sell	1,770 -5,159	-74%	-$126K	﹤0.01%	1898
2021 Q1	$174K	Buy	+6,929	New	+$170K	0.01%	1033

Other funds holding UUP

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Investments's UUP Position: Q2 2026 in Review

Harbour Investments reduced its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 12% in Q2 2026, selling an estimated $406K and leaving 103,204 shares worth $2.93M. The position accounts for 0.04% of the portfolio, ranked #425.

Harbour Investments first reported a position in UUP in Q1 2021 and has held it in 15 quarters since. The position peaked at $3.27M in Q1 2026. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Harbour Investments held 103,204 shares of Invesco DB US Dollar Index Bullish Fund worth $2.93M as of Q2 2026.
Harbour Investments sold 14,642 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $406K.
Invesco DB US Dollar Index Bullish Fund made up 0.04% of Harbour Investments's portfolio in Q2 2026, its #425 holding.
Harbour Investments first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2021 and has held it in 15 quarters since.
Harbour Investments's Invesco DB US Dollar Index Bullish Fund position peaked at $3.27M in Q1 2026.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.