Insigneo Advisory Services’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Insigneo Advisory Services’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 Q1	–	Sell	-5,421	Closed	-$519K	–	661
2024 Q4	$519K	Buy	+5,421	New	+$534K	0.05%	287

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Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JSSH

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PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Insigneo Advisory Services's FXE Position: Q1 2025 in Review

Insigneo Advisory Services sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2025, closing a stake of 5,421 shares — an estimated $519K sold.

Insigneo Advisory Services first reported a position in FXE in Q4 2024 and held it in 1 quarter. The position peaked at $519K in Q4 2024. 53 funds tracked by Wall St. Rank hold FXE as of Q1 2025.

Insigneo Advisory Services reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2025 after selling out during the quarter.
Insigneo Advisory Services sold 5,421 Invesco CurrencyShares Euro Currency Trust shares in Q1 2025, an estimated $519K.
Insigneo Advisory Services first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2024 and held it in 1 quarter.
Insigneo Advisory Services's Invesco CurrencyShares Euro Currency Trust position peaked at $519K in Q4 2024.
53 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2025.

Based on Insigneo Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.