DWA
FXY icon

Delos Wealth Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Delos Wealth Advisors’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 		$79.7K Buy
1,377
+70
+5% +$4.1K 0.05% 111
2025
Q4 		$76.7K Buy
1,307
+56
+4% +$3.34K 0.05% 79
2025
Q3 		$77.8K Buy
1,251
+82
+7% +$5.12K 0.05% 88
2025
Q2 		$74.7K Buy
+1,169
New +$74.5K 0.06% 79
2025
Q1 		– Sell
-1,184
Closed -$69.4K – 99
2024
Q4 		$69.4K Sell
1,184
-35
-3% -$2.12K 0.06% 67
2024
Q3 		$78.4K Hold
1,219
– – 0.07% 73
2024
Q2 		$70.1K Buy
1,219
+123
+11% +$7.31K 0.07% 71
2024
Q1 		$67.1K Buy
+1,096
New +$68.4K 0.08% 62

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FDCDDQ
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Morgan Stanley
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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
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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