Key Financial Inc’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Key Financial Inc’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
2026 Q3	$40.5K	Hold	695	–	–	0.01%	571
2026 Q2	$39.2K	Hold	695	–	–	0.01%	587
2026 Q1	$40.2K	Hold	695	–	–	0.01%	576
2025 Q4	$40.8K	Sell	695 -17	-2%	-$1.02K	0.01%	568
2025 Q3	$44.5K	Buy	712 +17	+2%	+$1.06K	0.01%	546
2025 Q2	$44.4K	Hold	695	–	–	0.01%	522
2025 Q1	$42.7K	Hold	695	–	–	0.01%	504
2024 Q4	$40.7K	Hold	695	–	–	0.01%	509
2024 Q3	$44.7K	Hold	695	–	–	0.01%	496
2024 Q2	$40K	Hold	695	–	–	0.01%	494
2024 Q1	$42.6K	Hold	695	–	–	0.01%	462
2023 Q4	$45.7K	Hold	695	–	–	0.01%	443
2023 Q3	$43.2K	Hold	695	–	–	0.01%	432
2023 Q2	$44.9K	Hold	695	–	–	0.01%	425
2023 Q1	$48.7K	Hold	695	–	–	0.02%	398
2022 Q4	$44.9K	Hold	695	–	–	0.02%	379
2022 Q3	$45K	Hold	695	–	–	0.02%	380
2022 Q2	$48K	Hold	695	–	–	0.03%	365
2022 Q1	$53K	Hold	695	–	–	0.03%	353
2021 Q4	$57K	Hold	695	–	–	0.03%	326
2021 Q3	$59K	Hold	695	–	–	0.03%	321
2021 Q2	$60K	Buy	+695	New	+$59.8K	0.03%	328

Other funds holding FXY

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

Summit Place Financial Advisors Summit, New Jersey $221M AUM 18.56% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Key Financial Inc's FXY Position: Q3 2026 in Review

Key Financial Inc held its Invesco CurrencyShares Japanese Yen Trust (FXY) position steady in Q3 2026 at 695 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #571.

Key Financial Inc first reported a position in FXY in Q2 2021 and has held it in 22 quarters since. The position peaked at $60K in Q2 2021. 46 funds tracked by Wall St. Rank hold FXY as of Q3 2026.

Key Financial Inc held 695 shares of Invesco CurrencyShares Japanese Yen Trust worth $40.5K as of Q3 2026.
Key Financial Inc left its Invesco CurrencyShares Japanese Yen Trust share count unchanged in Q3 2026.
Invesco CurrencyShares Japanese Yen Trust made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #571 holding.
Key Financial Inc first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's Invesco CurrencyShares Japanese Yen Trust position peaked at $60K in Q2 2021.
46 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.