Belpointe Asset Management’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Belpointe Asset Management’s Portfolio FXY Stock Details FXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,249	Closed	-$1.28M	–	960
2024 Q4	$1.28M	Sell	20,249 -142	-0.7%	-$8.61K	0.08%	251
2024 Q3	$1.31M	Buy	20,391 +15,554	+322%	+$967K	0.08%	248
2024 Q2	$278K	Buy	+4,837	New	+$287K	0.02%	612
2023 Q1	–	Sell	-100	Closed	-$7.11K	–	3776
2022 Q4	$7.11K	Buy	+100	New	+$6.61K	﹤0.01%	2787

Other funds holding FXY

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Belpointe Asset Management's FXY Position: Q1 2025 in Review

Belpointe Asset Management sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q1 2025, closing a stake of 20,249 shares — an estimated $1.28M sold.

Belpointe Asset Management first reported a position in FXY in Q4 2022 and held it in 4 quarters. The position peaked at $1.31M in Q3 2024. 71 funds tracked by Wall St. Rank hold FXY as of Q1 2025.

Belpointe Asset Management reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q1 2025 after selling out during the quarter.
Belpointe Asset Management sold 20,249 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2025, an estimated $1.28M.
Belpointe Asset Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2022 and held it in 4 quarters.
Belpointe Asset Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $1.31M in Q3 2024.
71 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.