Leuthold Group’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

Leuthold Group’s Portfolio FXC Stock Details FXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,760	Closed	-$204K	–	185
2023 Q4	$204K	Buy	+2,760	New	+$198K	0.03%	173
2023 Q3	–	Sell	-2,760	Closed	-$204K	–	193
2023 Q2	$204K	Buy	+2,760	New	+$201K	0.03%	195
2022 Q3	–	Sell	-2,760	Closed	-$210K	–	190
2022 Q2	$210K	Hold	2,760	–	–	0.03%	181
2022 Q1	$216K	Hold	2,760	–	–	0.03%	184
2021 Q4	$214K	Hold	2,760	–	–	0.03%	195
2021 Q3	$214K	Hold	2,760	–	–	0.03%	192
2021 Q2	$218K	Sell	2,760 -513	-16%	-$41K	0.03%	178
2021 Q1	$256K	Buy	+3,273	New	+$254K	0.03%	169

Other funds holding FXC

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leuthold Group's FXC Position: Q1 2024 in Review

Leuthold Group sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q1 2024, closing a stake of 2,760 shares — an estimated $204K sold.

Leuthold Group first reported a position in FXC in Q1 2021 and held it in 8 quarters. The position peaked at $256K in Q1 2021. 14 funds tracked by Wall St. Rank hold FXC as of Q1 2024.

Leuthold Group reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q1 2024 after selling out during the quarter.
Leuthold Group sold 2,760 Invesco CurrencyShares Canadian Dollar Trust shares in Q1 2024, an estimated $204K.
Leuthold Group first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q1 2021 and held it in 8 quarters.
Leuthold Group's Invesco CurrencyShares Canadian Dollar Trust position peaked at $256K in Q1 2021.
14 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q1 2024.

Based on Leuthold Group's 13F filing for Q1 2024, filed 6 May 2024.