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 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 $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Creative Planning's FXE Position: Q1 2026 in Review

Creative Planning reduced its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 59% in Q1 2026, selling an estimated $2.48M and leaving 15,824 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Creative Planning first reported a position in FXE in Q3 2014 and has held it in 17 quarters since. The position peaked at $4.21M in Q4 2025. 93 funds tracked by Wall St. Rank hold FXE as of Q1 2026.

Creative Planning held 15,824 shares of Invesco CurrencyShares Euro Currency Trust worth $1.69M as of Q1 2026.
Creative Planning sold 22,957 Invesco CurrencyShares Euro Currency Trust shares in Q1 2026, an estimated $2.48M.
Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2044 holding.
Creative Planning first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2014 and has held it in 17 quarters since.
Creative Planning's Invesco CurrencyShares Euro Currency Trust position peaked at $4.21M in Q4 2025.
93 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.