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GoalVest Advisory’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

GoalVest Advisory’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
2024
Q4 		– Sell
-1,090
Closed -$112K – 403
2024
Q3 		$112K Buy
+1,090
New +$111K 0.03% 136

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GoalVest Advisory's FXE Position: Q4 2024 in Review

GoalVest Advisory sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2024, closing a stake of 1,090 shares — an estimated $112K sold.

GoalVest Advisory first reported a position in FXE in Q3 2024 and held it in 1 quarter. The position peaked at $112K in Q3 2024. 48 funds tracked by Wall St. Rank hold FXE as of Q4 2024.

  • GoalVest Advisory reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 1,090 Invesco CurrencyShares Euro Currency Trust shares in Q4 2024, an estimated $112K.
  • GoalVest Advisory first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2024 and held it in 1 quarter.
  • GoalVest Advisory's Invesco CurrencyShares Euro Currency Trust position peaked at $112K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.