Diversify Wealth Management’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Diversify Wealth Management’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	$226K	Hold	4,039	–	–	﹤0.01%	1154
2026 Q1	$231K	Sell	4,039 -650	-14%	-$38.1K	﹤0.01%	1047
2025 Q4	$271K	Hold	4,689	–	–	0.01%	542
2025 Q3	$280K	Hold	4,689	–	–	0.02%	468
2025 Q2	$292K	Sell	4,689 -2,360	-33%	-$150K	0.02%	463
2025 Q1	$456K	Buy	7,049 +2,360	+50%	+$143K	0.03%	368
2024 Q4	$274K	Hold	4,689	–	–	0.02%	446
2024 Q3	$284K	Buy	+4,689	New	+$291K	0.03%	408

Other funds holding FXY

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

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

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

Diversify Wealth Management's FXY Position: Q2 2026 in Review

Diversify Wealth Management held its Invesco CurrencyShares Japanese Yen Trust (FXY) position steady in Q2 2026 at 4,039 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Diversify Wealth Management first reported a position in FXY in Q3 2024 and has held it in 8 quarters since. The position peaked at $456K in Q1 2025. 60 funds tracked by Wall St. Rank hold FXY as of Q2 2026.

Diversify Wealth Management held 4,039 shares of Invesco CurrencyShares Japanese Yen Trust worth $226K as of Q2 2026.
Diversify Wealth Management left its Invesco CurrencyShares Japanese Yen Trust share count unchanged in Q2 2026.
Invesco CurrencyShares Japanese Yen Trust made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1154 holding.
Diversify Wealth Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $456K in Q1 2025.
60 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.