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Independent Financial Group’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Independent Financial Group’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
2025
Q4 		– Sell
-25,503
Closed -$2.76M – 1435
2025
Q3 		$2.76M Hold
25,503
– – 0.07% 291
2025
Q2 		$2.77M Buy
+25,503
New +$2.67M 0.08% 255

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Financial Group's FXE Position: Q4 2025 in Review

Independent Financial Group sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2025, closing a stake of 25,503 shares — an estimated $2.76M sold.

Independent Financial Group first reported a position in FXE in Q2 2025 and held it in 2 quarters. The position peaked at $2.77M in Q2 2025. 95 funds tracked by Wall St. Rank hold FXE as of Q4 2025.

  • Independent Financial Group reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 25,503 Invesco CurrencyShares Euro Currency Trust shares in Q4 2025, an estimated $2.76M.
  • Independent Financial Group first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2025 and held it in 2 quarters.
  • Independent Financial Group's Invesco CurrencyShares Euro Currency Trust position peaked at $2.77M in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.