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
2017 Q1	–	Sell	-1,500	Closed	-$1K	–	4738
2016 Q4	$1K	Sell	1,500 -1,000	-40%	-$105K	﹤0.01%	4426
2016 Q3	$1K	Buy	2,500 +100	+4%	+$10.9K	﹤0.01%	4374
2016 Q2	$3K	Buy	2,400 +600	+33%	+$66.1K	﹤0.01%	3876
2016 Q1	$1K	Hold	1,800	–	–	﹤0.01%	4113
2015 Q4	$2K	Hold	1,800	–	–	﹤0.01%	4016
2015 Q3	$2K	Buy	+1,800	New	+$196K	﹤0.01%	3932

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.