Fiduciary Financial Group’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Fiduciary Financial Group’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	$392K	Sell	3,716 -171	-4%	-$18.4K	0.04%	249
2026 Q1	$415K	Buy	3,887 +75	+2%	+$8.1K	0.06%	218
2025 Q4	$413K	Buy	3,812 +102	+3%	+$11K	0.06%	201
2025 Q3	$402K	Buy	3,710 +302	+9%	+$32.6K	0.06%	190
2025 Q2	$371K	Sell	3,408 -72	-2%	-$7.53K	0.07%	182
2025 Q1	$360K	Sell	3,480 -279	-7%	-$27.1K	0.08%	154
2024 Q4	$355K	Sell	3,759 -313	-8%	-$30.8K	0.08%	155
2024 Q3	$412K	Sell	4,072 -13	-0.3%	-$1.32K	0.09%	135
2024 Q2	$411K	Buy	+4,085	New	+$406K	0.1%	124

Other funds holding FXE

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Fiduciary Financial Group's FXE Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 4.4% in Q2 2026, selling an estimated $18.4K and leaving 3,716 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #249.

Fiduciary Financial Group first reported a position in FXE in Q2 2024 and has held it in 9 quarters since. The position peaked at $415K in Q1 2026. 6 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Fiduciary Financial Group held 3,716 shares of Invesco CurrencyShares Euro Currency Trust worth $392K as of Q2 2026.
Fiduciary Financial Group sold 171 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $18.4K.
Invesco CurrencyShares Euro Currency Trust made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #249 holding.
Fiduciary Financial Group first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Invesco CurrencyShares Euro Currency Trust position peaked at $415K in Q1 2026.
6 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.