EverSource Wealth Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

EverSource Wealth Advisors’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
2026 Q2	$107K	Buy	1,011 +2	+0.2%	+$215	﹤0.01%	1352
2026 Q1	$108K	Buy	1,009 +1	+0.1%	+$108	﹤0.01%	1386
2025 Q4	$109K	Buy	1,008 +2	+0.2%	+$215	﹤0.01%	1269
2025 Q3	$109K	Buy	1,006 +2	+0.2%	+$216	﹤0.01%	1234
2025 Q2	$109K	Buy	1,004 +3	+0.3%	+$314	﹤0.01%	1152
2025 Q1	$100K	Buy	1,001 +3	+0.3%	+$292	0.01%	912
2024 Q4	$95.4K	Buy	998 +5	+0.5%	+$492	0.01%	920
2024 Q3	$102K	Buy	993 +4	+0.4%	+$406	0.01%	782
2024 Q2	$99K	Buy	989 +5	+0.5%	+$497	0.01%	804
2024 Q1	$97K	Buy	984 +4	+0.4%	+$401	0.01%	718
2023 Q4	$100K	Hold	980	–	–	0.01%	638
2023 Q3	$95.7K	Hold	980	–	–	0.01%	576
2023 Q2	$98.8K	Buy	+980	New	+$98.5K	0.01%	582

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

ASN

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

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

EverSource Wealth Advisors's FXE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 0.2% in Q2 2026, buying an estimated $215 and bringing the position to 1,011 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

EverSource Wealth Advisors first reported a position in FXE in Q2 2023 and has held it in 13 quarters since. The position peaked at $109K in Q4 2025. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

EverSource Wealth Advisors held 1,011 shares of Invesco CurrencyShares Euro Currency Trust worth $107K as of Q2 2026.
EverSource Wealth Advisors bought 2 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $215.
Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1352 holding.
EverSource Wealth Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $109K in Q4 2025.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.