Steward Partners Investment Advisory’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Steward Partners Investment Advisory’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 Q2	$60.8K	Buy	1,077 +427	+66%	+$24.6K	﹤0.01%	2838
2026 Q1	$37.6K	Hold	650	–	–	﹤0.01%	2927
2025 Q4	$38.1K	Hold	650	–	–	﹤0.01%	2811
2025 Q3	$40.4K	Sell	650 -150	-19%	-$9.36K	﹤0.01%	2703
2025 Q2	$51.2K	Buy	800 +650	+433%	+$41.4K	﹤0.01%	2469
2025 Q1	$9.22K	Sell	150 -190	-56%	-$11.5K	﹤0.01%	3134
2024 Q4	$19.9K	Sell	340 -890	-72%	-$53.9K	﹤0.01%	2800
2024 Q3	$79.1K	Buy	1,230 +195	+19%	+$12.1K	﹤0.01%	2002
2024 Q2	$59.5K	Sell	1,035 -50	-5%	-$2.97K	﹤0.01%	2019
2024 Q1	$66.4K	Sell	1,085 -1,205	-53%	-$75.2K	﹤0.01%	1964
2023 Q4	$151K	Buy	2,290 +2,140	+1,427%	+$134K	﹤0.01%	1494
2023 Q3	$9.33K	Hold	150	–	–	﹤0.01%	2625
2023 Q2	$9.68K	Hold	150	–	–	﹤0.01%	2578
2023 Q1	$10.5K	Hold	150	–	–	﹤0.01%	2517
2022 Q4	$10.7K	Hold	150	–	–	﹤0.01%	2512
2022 Q3	$10K	Buy	+150	New	+$10.1K	﹤0.01%	2537

Other funds holding FXY

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Steward Partners Investment Advisory increased its Invesco CurrencyShares Japanese Yen Trust (FXY) stake by 66% in Q2 2026, buying an estimated $24.6K and bringing the position to 1,077 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Steward Partners Investment Advisory first reported a position in FXY in Q3 2022 and has held it in 16 quarters since. The position peaked at $151K in Q4 2023. 43 funds tracked by Wall St. Rank hold FXY as of Q2 2026.

Steward Partners Investment Advisory held 1,077 shares of Invesco CurrencyShares Japanese Yen Trust worth $60.8K as of Q2 2026.
Steward Partners Investment Advisory bought 427 Invesco CurrencyShares Japanese Yen Trust shares in Q2 2026, an estimated $24.6K.
Invesco CurrencyShares Japanese Yen Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2838 holding.
Steward Partners Investment Advisory first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2022 and has held it in 16 quarters since.
Steward Partners Investment Advisory's Invesco CurrencyShares Japanese Yen Trust position peaked at $151K in Q4 2023.
43 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2026.

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