Clearstead Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Clearstead Advisors’s Portfolio FXY Stock Details FXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$70.8K	Sell	1,255 -71	-5%	-$4.09K	﹤0.01%	1389
2026 Q1	$76.7K	Hold	1,326	–	–	﹤0.01%	1204
2025 Q4	$77.8K	Hold	1,326	–	–	﹤0.01%	1203
2025 Q3	$82.5K	Buy	+1,326	New	+$82.7K	﹤0.01%	1107

Other funds holding FXY

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Clearstead Advisors's FXY Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco CurrencyShares Japanese Yen Trust (FXY) stake by 5.4% in Q2 2026, selling an estimated $4.09K and leaving 1,255 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Clearstead Advisors first reported a position in FXY in Q3 2025 and has held it in 4 quarters since. The position peaked at $82.5K in Q3 2025. 60 funds tracked by Wall St. Rank hold FXY as of Q2 2026.

Clearstead Advisors held 1,255 shares of Invesco CurrencyShares Japanese Yen Trust worth $70.8K as of Q2 2026.
Clearstead Advisors sold 71 Invesco CurrencyShares Japanese Yen Trust shares in Q2 2026, an estimated $4.09K.
Invesco CurrencyShares Japanese Yen Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1389 holding.
Clearstead Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2025 and has held it in 4 quarters since.
Clearstead Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $82.5K in Q3 2025.
60 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2026.

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