Carson Wealth (CWM LLC)
FXE icon

Carson Wealth (CWM LLC)’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Carson Wealth (CWM LLC)’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 		$8.64K Hold
81
– – ﹤0.01% 4830
2025
Q4 		$9K Hold
81
– – ﹤0.01% 4599
2025
Q3 		$9K Buy
+81
New +$8.73K ﹤0.01% 4523

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $535M AUM 19.4% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FXE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco CurrencyShares Euro Currency Trust (FXE) position steady in Q1 2026 at 81 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #4830.

Carson Wealth (CWM LLC) first reported a position in FXE in Q3 2025 and has held it in 3 quarters since. The position peaked at $9K in Q4 2025. 93 funds tracked by Wall St. Rank hold FXE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 81 shares of Invesco CurrencyShares Euro Currency Trust worth $8.64K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco CurrencyShares Euro Currency Trust share count unchanged in Q1 2026.
  • Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4830 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco CurrencyShares Euro Currency Trust position peaked at $9K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.