Broussard Financial Group’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Broussard Financial Group’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
2026 Q2	$5.2M	Sell	92,075 -7,933	-8%	-$457K	4.16%	9
2026 Q1	$5.79M	Buy	100,008 +18,414	+23%	+$1.08M	4.63%	8
2025 Q4	$4.79M	Buy	+81,594	New	+$4.87M	3.88%	10

Other funds holding FXY

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Broussard Financial Group's FXY Position: Q2 2026 in Review

Broussard Financial Group reduced its Invesco CurrencyShares Japanese Yen Trust (FXY) stake by 7.9% in Q2 2026, selling an estimated $457K and leaving 92,075 shares worth $5.2M. The position accounts for 4.16% of the portfolio, ranked #9.

Broussard Financial Group first reported a position in FXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.79M in Q1 2026. 60 funds tracked by Wall St. Rank hold FXY as of Q2 2026.

Broussard Financial Group held 92,075 shares of Invesco CurrencyShares Japanese Yen Trust worth $5.2M as of Q2 2026.
Broussard Financial Group sold 7,933 Invesco CurrencyShares Japanese Yen Trust shares in Q2 2026, an estimated $457K.
Invesco CurrencyShares Japanese Yen Trust made up 4.16% of Broussard Financial Group's portfolio in Q2 2026, its #9 holding.
Broussard Financial Group first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2025 and has held it in 3 quarters since.
Broussard Financial Group's Invesco CurrencyShares Japanese Yen Trust position peaked at $5.79M in Q1 2026.
60 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2026.

Based on Broussard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.