WWA
FXY icon

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

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return