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PFG Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

PFG 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
2024
Q4 		– Sell
-2,330
Closed -$240K – 703
2024
Q3 		$240K Buy
+2,330
New +$236K 0.02% 646

Other funds holding FXE

Morgan Stanley
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Advisors's FXE Position: Q4 2024 in Review

PFG Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2024, closing a stake of 2,330 shares — an estimated $240K sold.

PFG Advisors first reported a position in FXE in Q3 2024 and held it in 1 quarter. The position peaked at $240K in Q3 2024. 48 funds tracked by Wall St. Rank hold FXE as of Q4 2024.

  • PFG Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2024 after selling out during the quarter.
  • PFG Advisors sold 2,330 Invesco CurrencyShares Euro Currency Trust shares in Q4 2024, an estimated $240K.
  • PFG Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2024 and held it in 1 quarter.
  • PFG Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $240K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2024.

Based on PFG Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.