Private Wealth Advisors (California)’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Private Wealth Advisors (California)’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 Q2	–	Sell	-5,000	Closed	-$537K	–	99
2026 Q1	$533K	Buy	+5,000	New	+$540K	0.15%	78
2020 Q1	–	Sell	-19,709	Closed	-$2.1M	–	63
2019 Q4	$2.1M	Buy	+19,709	New	+$2.07M	1.21%	23

Other funds holding FXE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

Private Wealth Advisors (California)'s FXE Position: Q2 2026 in Review

Private Wealth Advisors (California) sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2026, closing a stake of 5,000 shares — an estimated $537K sold.

Private Wealth Advisors (California) first reported a position in FXE in Q4 2019 and held it in 2 quarters. The position peaked at $2.1M in Q4 2019. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Private Wealth Advisors (California) reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2026 after selling out during the quarter.
Private Wealth Advisors (California) sold 5,000 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $537K.
Private Wealth Advisors (California) first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2019 and held it in 2 quarters.
Private Wealth Advisors (California)'s Invesco CurrencyShares Euro Currency Trust position peaked at $2.1M in Q4 2019.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.