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HBW Advisory Services’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

HBW Advisory Services’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
Q3 		$1.25M Sell
21,540
-1,708
-7% -$98.4K 0.12% 170
2026
Q2 		$1.31M Buy
23,248
+2,374
+11% +$137K 0.12% 175
2026
Q1 		$1.21M Buy
20,874
+952
+5% +$55.8K 0.13% 170
2025
Q4 		$1.17M Sell
19,922
-2,297
-10% -$137K 0.13% 168
2025
Q3 		$1.38M Buy
22,219
+2,467
+12% +$154K 0.16% 144
2025
Q2 		$1.26M Buy
19,752
+1,498
+8% +$95.5K 0.16% 144
2025
Q1 		$1.12M Buy
18,254
+3,728
+26% +$226K 0.16% 134
2024
Q4 		$852K Buy
14,526
+2,943
+25% +$178K 0.09% 148
2024
Q3 		$745K Buy
+11,583
New +$720K 0.11% 162

Other funds holding FXY

PM
Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

HBW Advisory Services's FXY Position: Q3 2026 in Review

HBW Advisory Services reduced its Invesco CurrencyShares Japanese Yen Trust (FXY) stake by 7.3% in Q3 2026, selling an estimated $98.4K and leaving 21,540 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #170.

HBW Advisory Services first reported a position in FXY in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q3 2025. 7 funds tracked by Wall St. Rank hold FXY as of Q3 2026.

  • HBW Advisory Services held 21,540 shares of Invesco CurrencyShares Japanese Yen Trust worth $1.25M as of Q3 2026.
  • HBW Advisory Services sold 1,708 Invesco CurrencyShares Japanese Yen Trust shares in Q3 2026, an estimated $98.4K.
  • Invesco CurrencyShares Japanese Yen Trust made up 0.12% of HBW Advisory Services's portfolio in Q3 2026, its #170 holding.
  • HBW Advisory Services first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2024 and has held it in 9 quarters since.
  • HBW Advisory Services's Invesco CurrencyShares Japanese Yen Trust position peaked at $1.38M in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.