Steward Partners Investment Advisory’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Steward Partners Investment Advisory’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	-47	Closed	-$5.01K	–	4744
2026 Q1	$5.01K	Buy	+47	New	+$5.08K	﹤0.01%	3796
2022 Q4	–	Sell	-1,800	Closed	-$163K	–	3403
2022 Q3	$163K	Buy	+1,800	New	+$167K	﹤0.01%	1286
2022 Q2	–	Sell	-442	Closed	-$45K	–	3280
2022 Q1	$45K	Hold	442	–	–	﹤0.01%	1969
2021 Q4	$47K	Sell	442 -400	-48%	-$42.6K	﹤0.01%	1943
2021 Q3	$91K	Buy	+842	New	+$92.6K	﹤0.01%	1592
2020 Q1	–	Sell	-100	Closed	-$10K	–	2568
2019 Q4	$10K	Buy	+100	New	+$10.5K	﹤0.01%	2006
2019 Q1	–	Sell	-2,600	Closed	-$284K	–	809
2018 Q4	$284K	Hold	2,600	–	–	0.01%	616
2018 Q3	$289K	Buy	+2,600	New	+$290K	0.01%	629

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

Steward Partners Investment Advisory's FXE Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2026, closing a stake of 47 shares — an estimated $5.01K sold.

Steward Partners Investment Advisory first reported a position in FXE in Q3 2018 and held it in 8 quarters. The position peaked at $289K in Q3 2018. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 47 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $5.01K.
Steward Partners Investment Advisory first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2018 and held it in 8 quarters.
Steward Partners Investment Advisory's Invesco CurrencyShares Euro Currency Trust position peaked at $289K in Q3 2018.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.