Roxbury Financial’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Roxbury Financial’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	$15.2K	Hold	144	–	–	0.01%	294
2026 Q1	$15.4K	Hold	144	–	–	0.01%	278
2025 Q4	$15.6K	Buy	144 +1	+0.7%	+$107	0.01%	270
2025 Q3	$15.6K	Hold	143	–	–	0.01%	262
2025 Q2	$15.6K	Buy	+143	New	+$15K	0.02%	262

Other funds holding FXE

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

MWM

Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Roxbury Financial's FXE Position: Q2 2026 in Review

Roxbury Financial held its Invesco CurrencyShares Euro Currency Trust (FXE) position steady in Q2 2026 at 144 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #294.

Roxbury Financial first reported a position in FXE in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.6K in Q4 2025. 6 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Roxbury Financial held 144 shares of Invesco CurrencyShares Euro Currency Trust worth $15.2K as of Q2 2026.
Roxbury Financial left its Invesco CurrencyShares Euro Currency Trust share count unchanged in Q2 2026.
Invesco CurrencyShares Euro Currency Trust made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #294 holding.
Roxbury Financial first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2025 and has held it in 5 quarters since.
Roxbury Financial's Invesco CurrencyShares Euro Currency Trust position peaked at $15.6K in Q4 2025.
6 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.