Tortoise Investment Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-925	Closed	-$100K	–	694
2025 Q3	$100K	Hold	925	–	–	0.01%	306
2025 Q2	$101K	Buy	+925	New	+$96.8K	0.01%	295
2018 Q3	–	Sell	-45	Closed	-$5K	–	559
2018 Q2	$5K	Hold	45	–	–	﹤0.01%	471
2018 Q1	$5K	Hold	45	–	–	﹤0.01%	448
2017 Q4	$5K	Hold	45	–	–	﹤0.01%	452
2017 Q3	$5K	Hold	45	–	–	﹤0.01%	411
2017 Q2	$5K	Hold	45	–	–	﹤0.01%	405
2017 Q1	$5K	Hold	45	–	–	﹤0.01%	385
2016 Q4	$5K	Hold	45	–	–	﹤0.01%	393
2016 Q3	$5K	Hold	45	–	–	﹤0.01%	367
2016 Q2	$5K	Hold	45	–	–	﹤0.01%	382
2016 Q1	$5K	Hold	45	–	–	﹤0.01%	330
2015 Q4	$5K	Hold	45	–	–	﹤0.01%	354
2015 Q3	$5K	Hold	45	–	–	﹤0.01%	337
2015 Q2	$5K	Hold	45	–	–	﹤0.01%	358
2015 Q1	$5K	Buy	+45	New	+$4.98K	﹤0.01%	339

Other funds holding FXE

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tortoise Investment Management's FXE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2025, closing a stake of 925 shares — an estimated $100K sold.

Tortoise Investment Management first reported a position in FXE in Q1 2015 and held it in 16 quarters. The position peaked at $101K in Q2 2025. 95 funds tracked by Wall St. Rank hold FXE as of Q4 2025.

Tortoise Investment Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 925 Invesco CurrencyShares Euro Currency Trust shares in Q4 2025, an estimated $100K.
Tortoise Investment Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2015 and held it in 16 quarters.
Tortoise Investment Management's Invesco CurrencyShares Euro Currency Trust position peaked at $101K in Q2 2025.
95 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.