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 Q2	–	Sell	-4,919	Closed	-$285K	–	4347
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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Creative Planning's FXY Position: Q2 2026 in Review

Creative Planning sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q2 2026, closing a stake of 4,919 shares — an estimated $285K sold.

Creative Planning first reported a position in FXY in Q2 2014 and held it in 12 quarters. The position peaked at $573K in Q4 2017. 60 funds tracked by Wall St. Rank hold FXY as of Q2 2026.

Creative Planning reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 4,919 Invesco CurrencyShares Japanese Yen Trust shares in Q2 2026, an estimated $285K.
Creative Planning first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2014 and held it in 12 quarters.
Creative Planning's Invesco CurrencyShares Japanese Yen Trust position peaked at $573K in Q4 2017.
60 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2026.

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