WCG Wealth Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

WCG 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
2025 Q4	–	Sell	-12,590	Closed	-$783K	–	509
2025 Q3	$783K	Buy	12,590 +58	+0.5%	+$3.62K	0.05%	261
2025 Q2	$801K	Sell	12,532 -478	-4%	-$30.5K	0.05%	251
2025 Q1	$800K	Sell	13,010 -894	-6%	-$54.2K	0.06%	217
2024 Q4	$815K	Sell	13,904 -680	-5%	-$41.2K	0.05%	229
2024 Q3	$938K	Sell	14,584 -467	-3%	-$29K	0.06%	228
2024 Q2	$866K	Sell	15,051 -78	-0.5%	-$4.63K	0.06%	207
2024 Q1	$926K	Sell	15,129 -168	-1%	-$10.5K	0.08%	189
2023 Q4	$1.01M	Buy	15,297 +432	+3%	+$27.1K	0.07%	205
2023 Q3	$924K	Buy	+14,865	New	+$956K	0.07%	204

Other funds holding FXY

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

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

BFG

Broussard Financial Group Kaplan, Louisiana $125M AUM

PWAC

Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

WCG Wealth Advisors's FXY Position: Q4 2025 in Review

WCG Wealth Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2025, closing a stake of 12,590 shares — an estimated $783K sold.

WCG Wealth Advisors first reported a position in FXY in Q3 2023 and held it in 9 quarters. The position peaked at $1.01M in Q4 2023. 71 funds tracked by Wall St. Rank hold FXY as of Q4 2025.

WCG Wealth Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2025 after selling out during the quarter.
WCG Wealth Advisors sold 12,590 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2025, an estimated $783K.
WCG Wealth Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2023 and held it in 9 quarters.
WCG Wealth Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $1.01M in Q4 2023.
71 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2025.

Based on WCG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.