Belpointe Asset Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-11,137	Closed	-$1.19M	–	1161
2026 Q1	$1.19M	Sell	11,137 -242	-2%	-$26.1K	0.04%	393
2025 Q4	$1.23M	Sell	11,379 -1,518	-12%	-$163K	0.04%	353
2025 Q3	$1.4M	Buy	+12,897	New	+$1.39M	0.05%	311
2025 Q1	–	Sell	-12,172	Closed	-$1.24M	–	959
2024 Q4	$1.24M	Buy	12,172 +11	+0.1%	+$1.08K	0.07%	259
2024 Q3	$1.25M	Buy	12,161 +9,239	+316%	+$938K	0.08%	261
2024 Q2	$289K	Buy	+2,922	New	+$290K	0.02%	597

Other funds holding FXE

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

Belpointe Asset Management's FXE Position: Q2 2026 in Review

Belpointe Asset Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2026, closing a stake of 11,137 shares — an estimated $1.19M sold.

Belpointe Asset Management first reported a position in FXE in Q2 2024 and held it in 6 quarters. The position peaked at $1.4M in Q3 2025. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Belpointe Asset Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 11,137 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $1.19M.
Belpointe Asset Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2024 and held it in 6 quarters.
Belpointe Asset Management's Invesco CurrencyShares Euro Currency Trust position peaked at $1.4M in Q3 2025.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.