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 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	Sell	232 -232	-50%	-$23K	﹤0.01%	908
2023 Q3	$45.3K	Sell	464 -68	-13%	-$6.83K	﹤0.01%	896
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 $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Clearstead Advisors's FXE Position: Q1 2026 in Review

Clearstead Advisors held its Invesco CurrencyShares Euro Currency Trust (FXE) position steady in Q1 2026 at 1,638 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Clearstead Advisors first reported a position in FXE in Q2 2022 and has held it in 16 quarters since. The position peaked at $178K in Q4 2025. 93 funds tracked by Wall St. Rank hold FXE as of Q1 2026.

Clearstead Advisors held 1,638 shares of Invesco CurrencyShares Euro Currency Trust worth $175K as of Q1 2026.
Clearstead Advisors left its Invesco CurrencyShares Euro Currency Trust share count unchanged in Q1 2026.
Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1012 holding.
Clearstead Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2022 and has held it in 16 quarters since.
Clearstead Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $178K in Q4 2025.
93 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.