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Investment House LLC’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Investment House LLC’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
2025
Q3 		– Sell
-11,615
Closed -$743K – 230
2025
Q2 		$743K Buy
11,615
+3,967
+52% +$253K 0.04% 162
2025
Q1 		$470K Buy
7,648
+128
+2% +$7.76K 0.03% 179
2024
Q4 		$441K Buy
+7,520
New +$456K 0.02% 168

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 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
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Investment House LLC's FXY Position: Q3 2025 in Review

Investment House LLC sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q3 2025, closing a stake of 11,615 shares — an estimated $743K sold.

Investment House LLC first reported a position in FXY in Q4 2024 and held it in 3 quarters. The position peaked at $743K in Q2 2025. 82 funds tracked by Wall St. Rank hold FXY as of Q3 2025.

  • Investment House LLC reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q3 2025 after selling out during the quarter.
  • Investment House LLC sold 11,615 Invesco CurrencyShares Japanese Yen Trust shares in Q3 2025, an estimated $743K.
  • Investment House LLC first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2024 and held it in 3 quarters.
  • Investment House LLC's Invesco CurrencyShares Japanese Yen Trust position peaked at $743K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2025.

Based on Investment House LLC's 13F filing for Q3 2025, filed 31 Oct 2025.