IFP Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

IFP Advisors’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
2023 Q3	–	Sell	-10	Closed	-$1.01K	–	3393
2023 Q2	$1.01K	Hold	10	–	–	﹤0.01%	3080
2023 Q1	$1.12K	Buy	+10	New	+$991	﹤0.01%	3066
2019 Q1	$11K	Sell	100 -100	-50%	-$10.8K	﹤0.01%	1570
2018 Q4	$22K	Buy	200 +50	+33%	+$5.46K	﹤0.01%	2072
2018 Q3	$17K	Sell	150 -375	-71%	-$41.8K	﹤0.01%	2540
2018 Q2	$59K	Buy	525 +472	+891%	+$54K	﹤0.01%	1819
2018 Q1	$6K	Hold	53	–	–	﹤0.01%	3068
2017 Q4	$6K	Hold	53	–	–	﹤0.01%	3114
2017 Q3	$6K	Hold	53	–	–	﹤0.01%	3296
2017 Q2	$6K	Buy	+53	New	+$5.65K	﹤0.01%	3296
2016 Q2	–	Sell	-100	Closed	-$11K	–	3903
2016 Q1	$11K	Buy	+100	New	+$10.8K	﹤0.01%	1570

Other funds holding FXE

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

IFP Advisors's FXE Position: Q3 2023 in Review

IFP Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q3 2023, closing a stake of 10 shares — an estimated $1.01K sold.

IFP Advisors first reported a position in FXE in Q1 2016 and held it in 11 quarters. The position peaked at $59K in Q2 2018. 59 funds tracked by Wall St. Rank hold FXE as of Q3 2023.

IFP Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 10 Invesco CurrencyShares Euro Currency Trust shares in Q3 2023, an estimated $1.01K.
IFP Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2016 and held it in 11 quarters.
IFP Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $59K in Q2 2018.
59 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.