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

Corient Private Wealth’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	$348K	Buy	3,300 +959	+41%	+$103K	﹤0.01%	2463
2026 Q1	$250K	Sell	2,341 -4,947	-68%	-$534K	﹤0.01%	2426
2025 Q4	$790K	Sell	7,288 -12,335	-63%	-$1.32M	﹤0.01%	1622
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

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

Corient Private Wealth's FXE Position: Q2 2026 in Review

Corient Private Wealth increased its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 41% in Q2 2026, buying an estimated $103K and bringing the position to 3,300 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Corient Private Wealth first reported a position in FXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.13M in Q3 2025. 77 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Corient Private Wealth held 3,300 shares of Invesco CurrencyShares Euro Currency Trust worth $348K as of Q2 2026.
Corient Private Wealth bought 959 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $103K.
Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2463 holding.
Corient Private Wealth first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2025 and has held it in 5 quarters since.
Corient Private Wealth's Invesco CurrencyShares Euro Currency Trust position peaked at $2.13M in Q3 2025.
77 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.