Integrated Wealth Concepts’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Integrated Wealth Concepts’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 Q2	$39.5K	Buy	+374	New	+$40.1K	﹤0.01%	3551

Other funds holding FXE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

Integrated Wealth Concepts's FXE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2026: 374 shares worth $39.5K. The stake represents ﹤0.01% of the portfolio and ranks #3551 among its holdings.

78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Integrated Wealth Concepts held 374 shares of Invesco CurrencyShares Euro Currency Trust worth $39.5K as of Q2 2026.
Invesco CurrencyShares Euro Currency Trust was a new Integrated Wealth Concepts position in Q2 2026.
Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3551 holding.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.