Cerity Partners’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Cerity Partners’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	-2,100	Closed	-$224K	–	3470
2026 Q1	$224K	Hold	2,100	–	–	﹤0.01%	2811
2025 Q4	$228K	Buy	+2,100	New	+$226K	﹤0.01%	2563
2024 Q2	–	Sell	-2,411	Closed	-$240K	–	2294
2024 Q1	$240K	Sell	2,411 -1,000	-29%	-$100K	﹤0.01%	1997
2023 Q4	$348K	Buy	+3,411	New	+$339K	﹤0.01%	1442
2023 Q3	–	Sell	-2,396	Closed	-$242K	–	1516
2023 Q2	$242K	Sell	2,396 -983	-29%	-$98.8K	﹤0.01%	1456
2023 Q1	$339K	Buy	3,379 +1,000	+42%	+$99.1K	﹤0.01%	1480
2022 Q4	$235K	Hold	2,379	–	–	﹤0.01%	1248
2022 Q3	$215K	Buy	+2,379	New	+$221K	﹤0.01%	1030

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

Cerity Partners's FXE Position: Q2 2026 in Review

Cerity Partners sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2026, closing a stake of 2,100 shares — an estimated $224K sold.

Cerity Partners first reported a position in FXE in Q3 2022 and held it in 8 quarters. The position peaked at $348K in Q4 2023. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Cerity Partners reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 2,100 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $224K.
Cerity Partners first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2022 and held it in 8 quarters.
Cerity Partners's Invesco CurrencyShares Euro Currency Trust position peaked at $348K in Q4 2023.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.