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 $1.89T 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

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

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. 77 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.
77 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.