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Mount Yale Investment Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-42
Closed -$4.57K – 1028
2025
Q2 		$4.57K Buy
+42
New +$4.39K ﹤0.01% 1241

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's FXE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q3 2025, closing a stake of 42 shares — an estimated $4.57K sold.

Mount Yale Investment Advisors first reported a position in FXE in Q2 2025 and held it in 1 quarter. The position peaked at $4.57K in Q2 2025. 96 funds tracked by Wall St. Rank hold FXE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 42 Invesco CurrencyShares Euro Currency Trust shares in Q3 2025, an estimated $4.57K.
  • Mount Yale Investment Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $4.57K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.