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Independent Advisor Alliance’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Independent Advisor Alliance’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
2024
Q4 		– Sell
-4,565
Closed -$294K – 1357
2024
Q3 		$294K Buy
+4,565
New +$284K 0.01% 573

Other funds holding FXY

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Advisor Alliance's FXY Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2024, closing a stake of 4,565 shares — an estimated $294K sold.

Independent Advisor Alliance first reported a position in FXY in Q3 2024 and held it in 1 quarter. The position peaked at $294K in Q3 2024. 58 funds tracked by Wall St. Rank hold FXY as of Q4 2024.

  • Independent Advisor Alliance reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,565 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2024, an estimated $294K.
  • Independent Advisor Alliance first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco CurrencyShares Japanese Yen Trust position peaked at $294K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.