Clearstead Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Clearstead Advisors’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	$135K	Sell	1,278 -360	-22%	-$38.6K	﹤0.01%	1198
2026 Q1	$175K	Hold	1,638	–	–	﹤0.01%	1012
2025 Q4	$178K	Hold	1,638	–	–	﹤0.01%	959
2025 Q3	$178K	Buy	1,638 +1,524	+1,337%	+$164K	﹤0.01%	906
2025 Q2	$12.4K	Hold	114	–	–	﹤0.01%	1813
2025 Q1	$11.4K	Hold	114	–	–	﹤0.01%	1581
2024 Q4	$10.9K	Hold	114	–	–	﹤0.01%	1549
2024 Q3	$11.7K	Hold	114	–	–	﹤0.01%	1556
2024 Q2	$11.3K	Hold	114	–	–	﹤0.01%	1526
2024 Q1	$11.4K	Sell	114 -118	-51%	-$11.8K	﹤0.01%	1038
2023 Q4	$23.7K	Hold	232	–	–	﹤0.01%	908
2023 Q3	$22.7K	Sell	232 -300	-56%	-$30.1K	﹤0.01%	868
2023 Q2	$53.6K	Sell	532 -37	-7%	-$3.72K	﹤0.01%	719
2023 Q1	$57K	Hold	569	–	–	﹤0.01%	637
2022 Q4	$56.2K	Hold	569	–	–	﹤0.01%	607
2022 Q3	$51K	Buy	569 +155	+37%	+$14.4K	﹤0.01%	600
2022 Q2	$40K	Buy	+414	New	+$40.8K	﹤0.01%	660

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

Clearstead Advisors's FXE Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 22% in Q2 2026, selling an estimated $38.6K and leaving 1,278 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Clearstead Advisors first reported a position in FXE in Q2 2022 and has held it in 17 quarters since. The position peaked at $178K in Q4 2025. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Clearstead Advisors held 1,278 shares of Invesco CurrencyShares Euro Currency Trust worth $135K as of Q2 2026.
Clearstead Advisors sold 360 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $38.6K.
Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1198 holding.
Clearstead Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2022 and has held it in 17 quarters since.
Clearstead Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $178K in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.