Summit Place Financial Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Summit Place Financial Advisors’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	$2.68M	Buy	25,435 +1,540	+6%	+$165K	1.17%	34
2026 Q1	$2.55M	Buy	23,895 +3,595	+18%	+$388K	1.22%	31
2025 Q4	$2.2M	Buy	20,300 +2,380	+13%	+$256K	1.07%	37
2025 Q3	$1.94M	Buy	+17,920	New	+$1.93M	0.92%	42

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

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

Summit Place Financial Advisors's FXE Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 6.4% in Q2 2026, buying an estimated $165K and bringing the position to 25,435 shares worth $2.68M. The position accounts for 1.17% of the portfolio, ranked #34.

Summit Place Financial Advisors first reported a position in FXE in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Summit Place Financial Advisors held 25,435 shares of Invesco CurrencyShares Euro Currency Trust worth $2.68M as of Q2 2026.
Summit Place Financial Advisors bought 1,540 Invesco CurrencyShares Euro Currency Trust shares in Q2 2026, an estimated $165K.
Invesco CurrencyShares Euro Currency Trust made up 1.17% of Summit Place Financial Advisors's portfolio in Q2 2026, its #34 holding.
Summit Place Financial Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2025 and has held it in 4 quarters since.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.