Creative Planning’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Creative Planning’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	$1.69M	Buy	16,023 +199	+1%	+$21.4K	﹤0.01%	2221
2026 Q1	$1.69M	Sell	15,824 -22,957	-59%	-$2.48M	﹤0.01%	2044
2025 Q4	$4.21M	Buy	38,781 +10,667	+38%	+$1.15M	﹤0.01%	1135
2025 Q3	$3.05M	Buy	28,114 +24,273	+632%	+$2.62M	﹤0.01%	1212
2025 Q2	$418K	Buy	+3,841	New	+$402K	﹤0.01%	2627
2023 Q1	–	Sell	-7,944	Closed	-$785K	–	2698
2022 Q4	$785K	Hold	7,944	–	–	﹤0.01%	1158
2022 Q3	$718K	Buy	+7,944	New	+$739K	﹤0.01%	1124
2022 Q2	–	Sell	-3,000	Closed	-$308K	–	2380
2022 Q1	$308K	Hold	3,000	–	–	﹤0.01%	1624
2021 Q4	$317K	Buy	+3,000	New	+$319K	﹤0.01%	1583
2017 Q3	–	Sell	-94	Closed	-$10K	–	2561
2017 Q2	$10K	Sell	94 -49	-34%	-$5.23K	﹤0.01%	3621
2017 Q1	$15K	Buy	143 +49	+52%	+$5.07K	﹤0.01%	3326
2016 Q4	$10K	Hold	94	–	–	﹤0.01%	3547
2016 Q3	$10K	Hold	94	–	–	﹤0.01%	3513
2016 Q2	$10K	Hold	94	–	–	﹤0.01%	3245
2016 Q1	$10K	Buy	+94	New	+$10.2K	﹤0.01%	3223
2015 Q2	–	Sell	-2,000	Closed	-$211K	–	1784
2015 Q1	$211K	Buy	2,000 +1,987	+15,285%	+$220K	﹤0.01%	1168
2014 Q4	$2K	Hold	13	–	–	﹤0.01%	3811
2014 Q3	$2K	Buy	+13	New	+$1.7K	﹤0.01%	3650

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

Creative Planning's FXE Position: Q2 2026 in Review

Creative Planning increased its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 1.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 16,023 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Creative Planning first reported a position in FXE in Q3 2014 and has held it in 18 quarters since. The position peaked at $4.21M in Q4 2025. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Creative Planning held 16,023 shares of Invesco CurrencyShares Euro Currency Trust worth $1.69M as of Q2 2026.
Creative Planning bought 199 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $21.4K.
Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2221 holding.
Creative Planning first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2014 and has held it in 18 quarters since.
Creative Planning's Invesco CurrencyShares Euro Currency Trust position peaked at $4.21M in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.