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Strategic Financial Concepts’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Strategic Financial Concepts’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
2025
Q4 		– Sell
-22,814
Closed -$1.42M – 180
2025
Q3 		$1.42M Sell
22,814
-27
-0.1% -$1.69K 0.21% 58
2025
Q2 		$1.46M Buy
+22,841
New +$1.46M 0.21% 61

Other funds holding FXY

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

Strategic Financial Concepts's FXY Position: Q4 2025 in Review

Strategic Financial Concepts sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2025, closing a stake of 22,814 shares — an estimated $1.42M sold.

Strategic Financial Concepts first reported a position in FXY in Q2 2025 and held it in 2 quarters. The position peaked at $1.46M in Q2 2025. 71 funds tracked by Wall St. Rank hold FXY as of Q4 2025.

  • Strategic Financial Concepts reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 22,814 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2025, an estimated $1.42M.
  • Strategic Financial Concepts first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2025 and held it in 2 quarters.
  • Strategic Financial Concepts's Invesco CurrencyShares Japanese Yen Trust position peaked at $1.46M in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.