Avantax Advisory Services’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Avantax Advisory Services’s Portfolio FXE Stock Details FXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,700	Closed	-$244K	–	1440
2022 Q3	$244K	Buy	+2,700	New	+$251K	﹤0.01%	1102

Other funds holding FXE

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Avantax Advisory Services's FXE Position: Q4 2022 in Review

Avantax Advisory Services sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2022, closing a stake of 2,700 shares — an estimated $244K sold.

Avantax Advisory Services first reported a position in FXE in Q3 2022 and held it in 1 quarter. The position peaked at $244K in Q3 2022. 70 funds tracked by Wall St. Rank hold FXE as of Q4 2022.

Avantax Advisory Services reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 2,700 Invesco CurrencyShares Euro Currency Trust shares in Q4 2022, an estimated $244K.
Avantax Advisory Services first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2022 and held it in 1 quarter.
Avantax Advisory Services's Invesco CurrencyShares Euro Currency Trust position peaked at $244K in Q3 2022.
70 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.