Fourth Dimension Wealth’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Fourth Dimension Wealth’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	$61.3K	Hold	1,086	–	–	0.02%	245
2026 Q1	$62.9K	Sell	1,086 -14	-1%	-$820	0.02%	207
2025 Q4	$64.5K	Hold	1,100	–	–	0.02%	212
2025 Q3	$68.4K	Hold	1,100	–	–	0.03%	201
2025 Q2	$70.3K	Hold	1,100	–	–	0.03%	196
2025 Q1	$67.7K	Hold	1,100	–	–	0.03%	194
2024 Q4	$64.5K	Buy	+1,100	New	+$66.7K	0.03%	196

Other funds holding FXY

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

FDCDDQ

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

CAM

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

Fourth Dimension Wealth's FXY Position: Q2 2026 in Review

Fourth Dimension Wealth held its Invesco CurrencyShares Japanese Yen Trust (FXY) position steady in Q2 2026 at 1,086 shares worth $61.3K. The position accounts for 0.02% of the portfolio, ranked #245.

Fourth Dimension Wealth first reported a position in FXY in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.3K in Q2 2025. 60 funds tracked by Wall St. Rank hold FXY as of Q2 2026.

Fourth Dimension Wealth held 1,086 shares of Invesco CurrencyShares Japanese Yen Trust worth $61.3K as of Q2 2026.
Fourth Dimension Wealth left its Invesco CurrencyShares Japanese Yen Trust share count unchanged in Q2 2026.
Invesco CurrencyShares Japanese Yen Trust made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #245 holding.
Fourth Dimension Wealth first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Invesco CurrencyShares Japanese Yen Trust position peaked at $70.3K in Q2 2025.
60 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.