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

Stratos Wealth Partners’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
2023 Q4	–	Sell	-2,965	Closed	-$290K	–	1393
2023 Q3	$290K	Hold	2,965	–	–	0.01%	1031
2023 Q2	$299K	Sell	2,965 -14,948	-83%	-$1.5M	0.01%	960
2023 Q1	$1.79M	Buy	17,913 +6,898	+63%	+$683K	0.05%	348
2022 Q4	$1.09M	Buy	+11,015	New	+$1.04M	0.03%	487

Other funds holding FXE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stratos Wealth Partners's FXE Position: Q4 2023 in Review

Stratos Wealth Partners sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2023, closing a stake of 2,965 shares — an estimated $290K sold.

Stratos Wealth Partners first reported a position in FXE in Q4 2022 and held it in 4 quarters. The position peaked at $1.79M in Q1 2023. 50 funds tracked by Wall St. Rank hold FXE as of Q4 2023.

Stratos Wealth Partners reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Partners sold 2,965 Invesco CurrencyShares Euro Currency Trust shares in Q4 2023, an estimated $290K.
Stratos Wealth Partners first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2022 and held it in 4 quarters.
Stratos Wealth Partners's Invesco CurrencyShares Euro Currency Trust position peaked at $1.79M in Q1 2023.
50 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.