CFFP
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Center for Financial Planning’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

Center for Financial Planning’s Portfolio FXC Stock Details FXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-735
Closed -$52.8K – 676
2025
Q2 		$52.8K Hold
735
– – 0.01% 292
2025
Q1 		$50K Buy
+735
New +$50.1K 0.01% 277

Other funds holding FXC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
UI
Unconventional Investor Portsmouth, New Hampshire $211M AUM 14.16% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Center for Financial Planning's FXC Position: Q3 2025 in Review

Center for Financial Planning sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q3 2025, closing a stake of 735 shares — an estimated $52.8K sold.

Center for Financial Planning first reported a position in FXC in Q1 2025 and held it in 2 quarters. The position peaked at $52.8K in Q2 2025. 25 funds tracked by Wall St. Rank hold FXC as of Q3 2025.

  • Center for Financial Planning reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 735 Invesco CurrencyShares Canadian Dollar Trust shares in Q3 2025, an estimated $52.8K.
  • Center for Financial Planning first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q1 2025 and held it in 2 quarters.
  • Center for Financial Planning's Invesco CurrencyShares Canadian Dollar Trust position peaked at $52.8K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.