Aveo Capital Partners’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-2,372	Closed	-$243K	–	278
2022 Q1	$243K	Hold	2,372	–	–	0.04%	244
2021 Q4	$251K	Hold	2,372	–	–	0.05%	244
2021 Q3	$256K	Hold	2,372	–	–	0.05%	221
2021 Q2	$263K	Sell	2,372 -2,370	-50%	-$267K	0.06%	228
2021 Q1	$521K	Buy	+4,742	New	+$536K	0.13%	138

Other funds holding FXE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

Aveo Capital Partners's FXE Position: Q2 2022 in Review

Aveo Capital Partners sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2022, closing a stake of 2,372 shares — an estimated $243K sold.

Aveo Capital Partners first reported a position in FXE in Q1 2021 and held it in 5 quarters. The position peaked at $521K in Q1 2021. 49 funds tracked by Wall St. Rank hold FXE as of Q2 2022.

Aveo Capital Partners reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2022 after selling out during the quarter.
Aveo Capital Partners sold 2,372 Invesco CurrencyShares Euro Currency Trust shares in Q2 2022, an estimated $243K.
Aveo Capital Partners first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2021 and held it in 5 quarters.
Aveo Capital Partners's Invesco CurrencyShares Euro Currency Trust position peaked at $521K in Q1 2021.
49 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2022.

Based on Aveo Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.