HighTower Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

HighTower Advisors’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
2025 Q3	–	Sell	-12,610	Closed	-$806K	–	3920
2025 Q2	$806K	Sell	12,610 -6,515	-34%	-$415K	﹤0.01%	2163
2025 Q1	$1.18M	Buy	+19,125	New	+$1.16M	﹤0.01%	1855
2024 Q2	–	Sell	-39,622	Closed	-$2.42M	–	3772
2024 Q1	$2.42M	Sell	39,622 -428	-1%	-$26.7K	﹤0.01%	1336
2023 Q4	$2.64M	Buy	+40,050	New	+$2.52M	﹤0.01%	1288
2021 Q4	–	Sell	-55	Closed	-$5K	–	3363
2021 Q3	$5K	Buy	+55	New	+$4.7K	﹤0.01%	3056
2021 Q1	–	Sell	-34,503	Closed	-$3.15M	–	3130
2020 Q4	$3.15M	Buy	34,503 +31,503	+1,050%	+$2.85M	0.01%	732
2020 Q3	$268K	Sell	3,000 -170	-5%	-$15.2K	﹤0.01%	1896
2020 Q2	$279K	Buy	3,170 +170	+6%	+$15K	﹤0.01%	1789
2020 Q1	$264K	Buy	+3,000	New	+$261K	﹤0.01%	1647
2019 Q2	–	Sell	-3,643	Closed	-$314K	–	2432
2019 Q1	$314K	Sell	3,643 -1,449	-28%	-$126K	﹤0.01%	1702
2018 Q4	$445K	Hold	5,092	–	–	﹤0.01%	1419
2018 Q3	$428K	Buy	5,092 +400	+9%	+$34.3K	﹤0.01%	1534
2018 Q2	$405K	Sell	4,692 -80	-2%	-$7.02K	﹤0.01%	1536
2018 Q1	$429K	Buy	4,772 +72	+2%	+$6.38K	﹤0.01%	1495
2017 Q4	$402K	Buy	+4,700	New	+$400K	﹤0.01%	1550

Other funds holding FXY

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

HighTower Advisors's FXY Position: Q3 2025 in Review

HighTower Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q3 2025, closing a stake of 12,610 shares — an estimated $806K sold.

HighTower Advisors first reported a position in FXY in Q4 2017 and held it in 15 quarters. The position peaked at $3.15M in Q4 2020. 82 funds tracked by Wall St. Rank hold FXY as of Q3 2025.

HighTower Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 12,610 Invesco CurrencyShares Japanese Yen Trust shares in Q3 2025, an estimated $806K.
HighTower Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2017 and held it in 15 quarters.
HighTower Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $3.15M in Q4 2020.
82 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.