Corient Private Wealth’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$250K Sell
2,341
-12,235
-84% -$1.32M ﹤0.01% 2426
2025
Q4
$1.58M Sell
14,576
-5,047
-26% -$542K ﹤0.01% 1639
2025
Q3
$2.13M Buy
19,623
+2,262
+13% +$244K ﹤0.01% 1042
2025
Q2
$1.89M Buy
+17,361
New +$1.82M ﹤0.01% 1064

Other funds holding FXE

Corient Private Wealth's FXE Position: Q1 2026 in Review

Corient Private Wealth reduced its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 84% in Q1 2026, selling an estimated $1.32M and leaving 2,341 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Corient Private Wealth first reported a position in FXE in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.13M in Q3 2025. 93 funds tracked by Wall St. Rank hold FXE as of Q1 2026.

  • Corient Private Wealth held 2,341 shares of Invesco CurrencyShares Euro Currency Trust worth $250K as of Q1 2026.
  • Corient Private Wealth sold 12,235 Invesco CurrencyShares Euro Currency Trust shares in Q1 2026, an estimated $1.32M.
  • Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2426 holding.
  • Corient Private Wealth first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Invesco CurrencyShares Euro Currency Trust position peaked at $2.13M in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.