ULWM
FXE icon

Upper Left Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Upper Left Wealth 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
Q1 		– Sell
-18,691
Closed -$1.79M – 63
2024
Q4 		$1.79M Sell
18,691
-2,732
-13% -$269K 1.53% 22
2024
Q3 		$2.19M Sell
21,423
-7,973
-27% -$809K 1.91% 21
2024
Q2 		$2.91M Sell
29,396
-532
-2% -$52.9K 2.63% 18
2024
Q1 		$2.98M Sell
29,928
-3,601
-11% -$361K 2.77% 18
2023
Q4 		$3.42M Sell
33,529
-2,786
-8% -$277K 3.35% 13
2023
Q3 		$3.55M Sell
36,315
-91
-0.2% -$9.14K 3.69% 12
2023
Q2 		$3.67M Buy
36,406
+105
+0.3% +$10.6K 4.08% 6
2023
Q1 		$3.64M Sell
36,301
-1,042
-3% -$103K 4.13% 7
2022
Q4 		$3.69M Sell
37,343
-1,111
-3% -$105K 4.36% 6
2022
Q3 		$3.49M Sell
38,454
-823
-2% -$76.5K 4.54% 4
2022
Q2 		$3.81M Buy
39,277
+352
+0.9% +$34.7K 4.41% 7
2022
Q1 		$3.99M Buy
+38,925
New +$4.05M 4.13% 8

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Upper Left Wealth Management's FXE Position: Q1 2025 in Review

Upper Left Wealth Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2025, closing a stake of 18,691 shares — an estimated $1.79M sold.

Upper Left Wealth Management first reported a position in FXE in Q1 2022 and held it in 12 quarters. The position peaked at $3.99M in Q1 2022. 53 funds tracked by Wall St. Rank hold FXE as of Q1 2025.

  • Upper Left Wealth Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2025 after selling out during the quarter.
  • Upper Left Wealth Management sold 18,691 Invesco CurrencyShares Euro Currency Trust shares in Q1 2025, an estimated $1.79M.
  • Upper Left Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2022 and held it in 12 quarters.
  • Upper Left Wealth Management's Invesco CurrencyShares Euro Currency Trust position peaked at $3.99M in Q1 2022.
  • 53 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2025.

Based on Upper Left Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.