SMART Wealth
FXE icon

SMART Wealth’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

SMART Wealth’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
-8,870
Closed -$912K – 156
2024
Q3 		$912K Buy
+8,870
New +$900K 0.36% 61

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UBS Group
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Upper Left Wealth Management
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SMART Wealth's FXE Position: Q4 2024 in Review

SMART Wealth sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2024, closing a stake of 8,870 shares — an estimated $912K sold.

SMART Wealth first reported a position in FXE in Q3 2024 and held it in 1 quarter. The position peaked at $912K in Q3 2024. 48 funds tracked by Wall St. Rank hold FXE as of Q4 2024.

  • SMART Wealth reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2024 after selling out during the quarter.
  • SMART Wealth sold 8,870 Invesco CurrencyShares Euro Currency Trust shares in Q4 2024, an estimated $912K.
  • SMART Wealth first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2024 and held it in 1 quarter.
  • SMART Wealth's Invesco CurrencyShares Euro Currency Trust position peaked at $912K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2024.

Based on SMART Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.