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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Summit Place Financial Advisors's FXE Position: Q1 2026 in Review

Summit Place Financial Advisors increased its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 18% in Q1 2026, buying an estimated $388K and bringing the position to 23,895 shares worth $2.55M. The position accounts for 1.22% of the portfolio, ranked #31.

Summit Place Financial Advisors first reported a position in FXE in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold FXE as of Q1 2026.

  • Summit Place Financial Advisors held 23,895 shares of Invesco CurrencyShares Euro Currency Trust worth $2.55M as of Q1 2026.
  • Summit Place Financial Advisors bought 3,595 Invesco CurrencyShares Euro Currency Trust shares in Q1 2026, an estimated $388K.
  • Invesco CurrencyShares Euro Currency Trust made up 1.22% of Summit Place Financial Advisors's portfolio in Q1 2026, its #31 holding.
  • Summit Place Financial Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.