U.S. Capital Wealth Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio FXY Stock Details FXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,487	Closed	-$408K	–	731
2021 Q3	$408K	Buy	+4,487	New	+$384K	0.02%	544

Other funds holding FXY

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

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

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

BFSG LLC Irvine, California $1.13B AUM 29.95% 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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

U.S. Capital Wealth Advisors's FXY Position: Q4 2021 in Review

U.S. Capital Wealth Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2021, closing a stake of 4,487 shares — an estimated $408K sold.

U.S. Capital Wealth Advisors first reported a position in FXY in Q3 2021 and held it in 1 quarter. The position peaked at $408K in Q3 2021. 37 funds tracked by Wall St. Rank hold FXY as of Q4 2021.

U.S. Capital Wealth Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2021 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 4,487 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2021, an estimated $408K.
U.S. Capital Wealth Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2021 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $408K in Q3 2021.
37 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2021.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.