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

Waverly 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
2025
Q3 		– Sell
-18,166
Closed -$1.98M – 1297
2025
Q2 		$1.98M Buy
+18,166
New +$1.9M 0.02% 493

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's FXE Position: Q3 2025 in Review

Waverly Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q3 2025, closing a stake of 18,166 shares — an estimated $1.98M sold.

Waverly Advisors first reported a position in FXE in Q2 2025 and held it in 1 quarter. The position peaked at $1.98M in Q2 2025. 96 funds tracked by Wall St. Rank hold FXE as of Q3 2025.

  • Waverly Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 18,166 Invesco CurrencyShares Euro Currency Trust shares in Q3 2025, an estimated $1.98M.
  • Waverly Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2025 and held it in 1 quarter.
  • Waverly Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $1.98M in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.