Financial Architects (New Jersey)’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Financial Architects (New Jersey)’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
2021 Q4	–	Sell	-2,115	Closed	-$228K	–	341
2021 Q3	$228K	Buy	+2,115	New	+$233K	0.03%	299
2015 Q1	–	Sell	-158	Closed	-$19K	–	969
2014 Q4	$19K	Hold	158	–	–	0.01%	544
2014 Q3	$20K	Hold	158	–	–	0.01%	469
2014 Q2	$21K	Buy	+158	New	+$21.4K	0.01%	494
2013 Q4	–	Sell	-158	Closed	-$21K	–	310
2013 Q3	$21K	Hold	158	–	–	0.01%	382
2013 Q2	$20K	Buy	+158	New	+$20.5K	0.01%	361

Other funds holding FXE

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Architects (New Jersey)'s FXE Position: Q4 2021 in Review

Financial Architects (New Jersey) sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2021, closing a stake of 2,115 shares — an estimated $228K sold.

Financial Architects (New Jersey) first reported a position in FXE in Q2 2013 and held it in 6 quarters. The position peaked at $228K in Q3 2021. 50 funds tracked by Wall St. Rank hold FXE as of Q4 2021.

Financial Architects (New Jersey) reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2021 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,115 Invesco CurrencyShares Euro Currency Trust shares in Q4 2021, an estimated $228K.
Financial Architects (New Jersey) first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2013 and held it in 6 quarters.
Financial Architects (New Jersey)'s Invesco CurrencyShares Euro Currency Trust position peaked at $228K in Q3 2021.
50 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2021.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2021, filed 14 Feb 2022.