LPL Financial
FXE icon

LPL Financial’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

LPL Financial’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
Q1 		$1.09M Sell
10,245
-6,721
-40% -$726K ﹤0.01% 4108
2025
Q4 		$1.84M Sell
16,966
-3,118
-16% -$335K ﹤0.01% 3495
2025
Q3 		$2.18M Sell
20,084
-12,637
-39% -$1.36M ﹤0.01% 3242
2025
Q2 		$3.56M Buy
32,721
+23,466
+254% +$2.46M ﹤0.01% 2587
2025
Q1 		$925K Buy
9,255
+4,317
+87% +$420K ﹤0.01% 3624
2024
Q4 		$472K Buy
4,938
+2,011
+69% +$198K ﹤0.01% 4144
2024
Q3 		$301K Sell
2,927
-505
-15% -$51.2K ﹤0.01% 4430
2024
Q2 		$340K Sell
3,432
-549
-14% -$54.6K ﹤0.01% 4175
2024
Q1 		$397K Sell
3,981
-12,378
-76% -$1.24M ﹤0.01% 3979
2023
Q4 		$1.67M Buy
16,359
+13,201
+418% +$1.31M ﹤0.01% 2585
2023
Q3 		$309K Sell
3,158
-12,967
-80% -$1.3M ﹤0.01% 3897
2023
Q2 		$1.63M Buy
16,125
+6,019
+60% +$605K ﹤0.01% 2431
2023
Q1 		$1.01M Sell
10,106
-6,098
-38% -$604K ﹤0.01% 2747
2022
Q4 		$1.6M Buy
16,204
+12,069
+292% +$1.14M ﹤0.01% 2259
2022
Q3 		$374K Buy
+4,135
New +$384K ﹤0.01% 3403
2022
Q1 		– Sell
-2,334
Closed -$247K – 4269
2021
Q4 		$247K Buy
2,334
+368
+19% +$39.2K ﹤0.01% 3835
2021
Q3 		$212K Buy
1,966
+118
+6% +$13K ﹤0.01% 3938
2021
Q2 		$205K Buy
+1,848
New +$208K ﹤0.01% 3886
2021
Q1 		– Sell
-4,357
Closed -$500K – 4110
2020
Q4 		$500K Sell
4,357
-4,236
-49% -$475K ﹤0.01% 2761
2020
Q3 		$948K Buy
+8,593
New +$947K ﹤0.01% 1990
2020
Q1 		– Sell
-2,514
Closed -$267K – 3305
2019
Q4 		$267K Sell
2,514
-380
-13% -$39.9K ﹤0.01% 2870
2019
Q3 		$300K Sell
2,894
-41
-1% -$4.33K ﹤0.01% 2679
2019
Q2 		$318K Sell
2,935
-249
-8% -$26.7K ﹤0.01% 2650
2019
Q1 		$341K Buy
3,184
+966
+44% +$105K ﹤0.01% 2534
2018
Q4 		$243K Sell
2,218
-175
-7% -$19.1K ﹤0.01% 2642
2018
Q3 		$266K Hold
2,393
– – ﹤0.01% 2789
2018
Q2 		$268K Sell
2,393
-90
-4% -$10.3K ﹤0.01% 2754
2018
Q1 		$294K Sell
2,483
-10,020
-80% -$1.19M ﹤0.01% 2625
2017
Q4 		$1.45M Sell
12,503
-5,587
-31% -$635K ﹤0.01% 1277
2017
Q3 		$2.06M Sell
18,090
-1,916
-10% -$218K 0.01% 975
2017
Q2 		$2.21M Buy
+20,006
New +$2.13M 0.01% 872
2016
Q2 		– Sell
-1,936
Closed -$215K – 2754
2016
Q1 		$215K Buy
+1,936
New +$209K ﹤0.01% 2745
2014
Q2 		– Sell
-47,990
Closed -$6.53M – 2708
2014
Q1 		$6.53M Sell
47,990
-8,957
-16% -$1.21M 0.04% 368
2013
Q4 		$7.74M Sell
56,947
-20,702
-27% -$2.79M 0.05% 319
2013
Q3 		$10.4M Sell
77,649
-24,738
-24% -$3.25M 0.07% 255
2013
Q2 		$13.2M Buy
+102,387
New +$13.3M 0.09% 189

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

LPL Financial's FXE Position: Q1 2026 in Review

LPL Financial reduced its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 40% in Q1 2026, selling an estimated $726K and leaving 10,245 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #4108.

LPL Financial first reported a position in FXE in Q2 2013 and has held it in 36 quarters since. The position peaked at $13.2M in Q2 2013. 93 funds tracked by Wall St. Rank hold FXE as of Q1 2026.

  • LPL Financial held 10,245 shares of Invesco CurrencyShares Euro Currency Trust worth $1.09M as of Q1 2026.
  • LPL Financial sold 6,721 Invesco CurrencyShares Euro Currency Trust shares in Q1 2026, an estimated $726K.
  • Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4108 holding.
  • LPL Financial first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2013 and has held it in 36 quarters since.
  • LPL Financial's Invesco CurrencyShares Euro Currency Trust position peaked at $13.2M in Q2 2013.
  • 93 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.