Creative Planning
FXY icon

Creative Planning’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Creative Planning’s Portfolio FXY Stock Details FXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$285K Sell
4,919
-43
-0.9% -$2.52K ﹤0.01% 3468
2025
Q4 		$291K Sell
4,962
-2,919
-37% -$174K ﹤0.01% 3261
2025
Q3 		$490K Buy
7,881
+674
+9% +$42.1K ﹤0.01% 2742
2025
Q2 		$461K Buy
+7,207
New +$459K ﹤0.01% 2535
2018
Q1 		– Sell
-6,725
Closed -$573K – 2064
2017
Q4 		$573K Buy
+6,725
New +$572K ﹤0.01% 996
2017
Q3 		– Sell
-125
Closed -$11K – 2566
2017
Q2 		$11K Hold
125
– – ﹤0.01% 3569
2017
Q1 		$11K Hold
125
– – ﹤0.01% 3519
2016
Q4 		$10K Hold
125
– – ﹤0.01% 3548
2016
Q3 		$12K Sell
125
-100
-44% -$9.44K ﹤0.01% 3391
2016
Q2 		$21K Sell
225
-72
-24% -$6.46K ﹤0.01% 2762
2016
Q1 		$26K Buy
+297
New +$25K ﹤0.01% 2571
2014
Q3 		– Sell
-200
Closed -$19K – 4059
2014
Q2 		$19K Buy
+200
New +$19.1K ﹤0.01% 2517

Other funds holding FXY

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return