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Private Wealth Advisors (California)’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Private Wealth Advisors (California)’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
Q1 		$6.61M Buy
114,209
+47,035
+70% +$2.75M 1.86% 19
2025
Q4 		$3.94M Sell
67,174
-11,667
-15% -$696K 1.26% 29
2025
Q3 		$4.9M Sell
78,841
-704
-0.9% -$43.9K 1.65% 17
2025
Q2 		$5.09M Buy
79,545
+127
+0.2% +$8.1K 1.87% 16
2025
Q1 		$4.88M Buy
79,418
+18,390
+30% +$1.11M 1.77% 20
2024
Q4 		$3.58M Buy
61,028
+1,219
+2% +$73.9K 1.4% 28
2024
Q3 		$3.85M Buy
59,809
+21,204
+55% +$1.32M 1.47% 27
2024
Q2 		$2.21M Buy
38,605
+1,098
+3% +$65.3K 0.85% 39
2024
Q1 		$2.3M Buy
+37,507
New +$2.34M 0.93% 34
2021
Q2 		– Sell
-23,419
Closed -$1.99M – 103
2021
Q1 		$1.99M Buy
23,419
+4,739
+25% +$421K 0.68% 29
2020
Q4 		$1.7M Buy
18,680
+1,072
+6% +$97K 0.59% 29
2020
Q3 		$1.58M Buy
17,608
+2,706
+18% +$241K 0.82% 25
2020
Q2 		$1.31M Buy
14,902
+181
+1% +$16K 0.91% 24
2020
Q1 		$1.3M Sell
14,721
-9,143
-38% -$797K 1.06% 24
2019
Q4 		$2.09M Buy
+23,864
New +$2.09M 1.2% 25

Other funds holding FXY

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Private Wealth Advisors (California)'s FXY Position: Q1 2026 in Review

Private Wealth Advisors (California) increased its Invesco CurrencyShares Japanese Yen Trust (FXY) stake by 70% in Q1 2026, buying an estimated $2.75M and bringing the position to 114,209 shares worth $6.61M. The position accounts for 1.86% of the portfolio, ranked #19.

Private Wealth Advisors (California) first reported a position in FXY in Q4 2019 and has held it in 15 quarters since. 61 funds tracked by Wall St. Rank hold FXY as of Q1 2026.

  • Private Wealth Advisors (California) held 114,209 shares of Invesco CurrencyShares Japanese Yen Trust worth $6.61M as of Q1 2026.
  • Private Wealth Advisors (California) bought 47,035 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2026, an estimated $2.75M.
  • Invesco CurrencyShares Japanese Yen Trust made up 1.86% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #19 holding.
  • Private Wealth Advisors (California) first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2019 and has held it in 15 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.