Private Advisory Group’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Private Advisory Group’s Portfolio FXY Stock Details FXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.7M	Buy	184,411 +131,297	+247%	+$7.56M	0.57%	50
2026 Q2	$3M	Buy	+53,114	New	+$3.06M	0.16%	123

Other funds holding FXY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

Summit Place Financial Advisors Summit, New Jersey $221M AUM 18.56% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Advisory Group's FXY Position: Q3 2026 in Review

Private Advisory Group increased its Invesco CurrencyShares Japanese Yen Trust (FXY) stake by 247% in Q3 2026, buying an estimated $7.56M and bringing the position to 184,411 shares worth $10.7M. The position accounts for 0.57% of the portfolio, ranked #50.

Private Advisory Group first reported a position in FXY in Q2 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold FXY as of Q3 2026.

Private Advisory Group held 184,411 shares of Invesco CurrencyShares Japanese Yen Trust worth $10.7M as of Q3 2026.
Private Advisory Group bought 131,297 Invesco CurrencyShares Japanese Yen Trust shares in Q3 2026, an estimated $7.56M.
Invesco CurrencyShares Japanese Yen Trust made up 0.57% of Private Advisory Group's portfolio in Q3 2026, its #50 holding.
Private Advisory Group first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2026 and has held it in 2 quarters since.
43 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.