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

Transamerica 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	$352	Hold	3	–	–	﹤0.01%	1765
2026 Q1	$356	Hold	3	–	–	﹤0.01%	1544
2025 Q4	$362	Sell	3 -1	-25%	-$107	﹤0.01%	1424
2025 Q3	$362	Hold	4	–	–	﹤0.01%	1365
2025 Q2	$364	Hold	4	–	–	﹤0.01%	452
2025 Q1	$1K	Hold	4	–	–	﹤0.01%	472
2024 Q4	$1K	Hold	4	–	–	﹤0.01%	466
2024 Q3	$1K	Hold	4	–	–	﹤0.01%	473
2024 Q2	$1K	Hold	4	–	–	﹤0.01%	443
2024 Q1	$1K	Hold	4	–	–	﹤0.01%	487
2023 Q4	$1K	Hold	4	–	–	﹤0.01%	463
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	491
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	462
2023 Q1	$1K	Hold	4	–	–	﹤0.01%	446
2022 Q4	$1K	Hold	4	–	–	﹤0.01%	504
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	474
2022 Q2	$1K	Buy	+4	New	+$394	﹤0.01%	486
2020 Q3	–	Sell	-4	Closed	-$1K	–	287
2020 Q2	$1K	Buy	+4	New	+$416	﹤0.01%	390
2018 Q1	–	Sell	-1	Closed	-$1K	–	463
2017 Q4	$1K	Buy	+1	New	+$114	﹤0.01%	350
2017 Q3	–	Sell	-1	Closed	-$1K	–	425
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	319
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	315
2016 Q4	$1K	Buy	+1	New	+$105	﹤0.01%	351
2016 Q3	–	Sell	-1	Closed	-$1K	–	427
2016 Q2	$1K	Buy	+1	New	+$110	﹤0.01%	327
2014 Q4	–	Sell	-1	Closed	-$1K	–	747
2014 Q3	$1K	Hold	1	–	–	﹤0.01%	610
2014 Q2	$1K	Hold	1	–	–	﹤0.01%	618
2014 Q1	$1K	Buy	+1	New	+$135	﹤0.01%	584

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

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

Transamerica Financial Advisors's FXE Position: Q2 2026 in Review

Transamerica Financial Advisors held its Invesco CurrencyShares Euro Currency Trust (FXE) position steady in Q2 2026 at 3 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Transamerica Financial Advisors first reported a position in FXE in Q1 2014 and has held it in 26 quarters since. The position peaked at $1K in Q1 2025. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Transamerica Financial Advisors held 3 shares of Invesco CurrencyShares Euro Currency Trust worth $352 as of Q2 2026.
Transamerica Financial Advisors left its Invesco CurrencyShares Euro Currency Trust share count unchanged in Q2 2026.
Invesco CurrencyShares Euro Currency Trust made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1765 holding.
Transamerica Financial Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2014 and has held it in 26 quarters since.
Transamerica Financial Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $1K in Q1 2025.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.