Inlight Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Inlight Wealth Management’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
2026 Q3	$272K	Hold	2,602	–	–	0.08%	56
2026 Q2	$274K	Sell	2,602 -400	-13%	-$42.9K	0.09%	40
2026 Q1	$320K	Hold	3,002	–	–	0.12%	37
2025 Q4	$326K	Hold	3,002	–	–	0.12%	41
2025 Q3	$325K	Buy	+3,002	New	+$324K	0.15%	39

Other funds holding FXE

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Inlight Wealth Management's FXE Position: Q3 2026 in Review

Inlight Wealth Management held its Invesco CurrencyShares Euro Currency Trust (FXE) position steady in Q3 2026 at 2,602 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #56.

Inlight Wealth Management first reported a position in FXE in Q3 2025 and has held it in 5 quarters since. The position peaked at $326K in Q4 2025. 14 funds tracked by Wall St. Rank hold FXE as of Q3 2026.

Inlight Wealth Management held 2,602 shares of Invesco CurrencyShares Euro Currency Trust worth $272K as of Q3 2026.
Inlight Wealth Management left its Invesco CurrencyShares Euro Currency Trust share count unchanged in Q3 2026.
Invesco CurrencyShares Euro Currency Trust made up 0.08% of Inlight Wealth Management's portfolio in Q3 2026, its #56 holding.
Inlight Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2025 and has held it in 5 quarters since.
Inlight Wealth Management's Invesco CurrencyShares Euro Currency Trust position peaked at $326K in Q4 2025.
14 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2026.

Based on Inlight Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.