B. Riley Wealth Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

B. Riley Wealth Advisors’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
2026 Q1	–	Sell	-5,099	Closed	-$553K	–	987
2025 Q4	$553K	Buy	+5,099	New	+$548K	0.03%	484
2025 Q3	–	Sell	-3,210	Closed	-$349K	–	1117
2025 Q2	$349K	Buy	+3,210	New	+$336K	0.02%	650
2015 Q1	–	Sell	-5	Closed	-$1	–	1088
2014 Q4	$1	Buy	+5	New	+$615	﹤0.01%	3545

Other funds holding FXE

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

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

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

B. Riley Wealth Advisors's FXE Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2026, closing a stake of 5,099 shares — an estimated $553K sold.

B. Riley Wealth Advisors first reported a position in FXE in Q4 2014 and held it in 3 quarters. The position peaked at $553K in Q4 2025. 93 funds tracked by Wall St. Rank hold FXE as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,099 Invesco CurrencyShares Euro Currency Trust shares in Q1 2026, an estimated $553K.
B. Riley Wealth Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $553K in Q4 2025.
93 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.