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Copia Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Copia Wealth Management’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
2025
Q2 		– Sell
-35
Closed -$3.5K – 478
2025
Q1 		$3.5K Buy
+35
New +$3.4K ﹤0.01% 360

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Raymond James Financial
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Copia Wealth Management's FXE Position: Q2 2025 in Review

Copia Wealth Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2025, closing a stake of 35 shares — an estimated $3.5K sold.

Copia Wealth Management first reported a position in FXE in Q1 2025 and held it in 1 quarter. The position peaked at $3.5K in Q1 2025. 101 funds tracked by Wall St. Rank hold FXE as of Q2 2025.

  • Copia Wealth Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 35 Invesco CurrencyShares Euro Currency Trust shares in Q2 2025, an estimated $3.5K.
  • Copia Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's Invesco CurrencyShares Euro Currency Trust position peaked at $3.5K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.