LJAC
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L.J. Altfest & Co’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

L.J. Altfest & Co’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 		$247K Hold
2,344
– – 0.02% 283
2026
Q1 		$250K Hold
2,344
– – 0.03% 293
2025
Q4 		$254K Buy
+2,344
New +$252K 0.03% 302

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
UBS Group
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

L.J. Altfest & Co's FXE Position: Q2 2026 in Review

L.J. Altfest & Co held its Invesco CurrencyShares Euro Currency Trust (FXE) position steady in Q2 2026 at 2,344 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #283.

L.J. Altfest & Co first reported a position in FXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q4 2025. 77 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

  • L.J. Altfest & Co held 2,344 shares of Invesco CurrencyShares Euro Currency Trust worth $247K as of Q2 2026.
  • L.J. Altfest & Co left its Invesco CurrencyShares Euro Currency Trust share count unchanged in Q2 2026.
  • Invesco CurrencyShares Euro Currency Trust made up 0.02% of L.J. Altfest & Co's portfolio in Q2 2026, its #283 holding.
  • L.J. Altfest & Co first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2025 and has held it in 3 quarters since.
  • L.J. Altfest & Co's Invesco CurrencyShares Euro Currency Trust position peaked at $254K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.