Wealthcare Advisory Partners’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-100	Closed	-$11K	–	1034
2021 Q1	$11K	Buy	+100	New	+$11.3K	﹤0.01%	1419
2020 Q2	–	Sell	-100	Closed	-$10K	–	718
2020 Q1	$10K	Hold	100	–	–	﹤0.01%	919
2019 Q4	$11K	Hold	100	–	–	﹤0.01%	909
2019 Q3	$10K	Hold	100	–	–	﹤0.01%	919
2019 Q2	$11K	Buy	+100	New	+$10.7K	﹤0.01%	879

Other funds holding FXE

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wealthcare Advisory Partners's FXE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2021, closing a stake of 100 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in FXE in Q2 2019 and held it in 5 quarters. The position peaked at $11K in Q1 2021. 47 funds tracked by Wall St. Rank hold FXE as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 100 Invesco CurrencyShares Euro Currency Trust shares in Q2 2021, an estimated $11K.
Wealthcare Advisory Partners first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2019 and held it in 5 quarters.
Wealthcare Advisory Partners's Invesco CurrencyShares Euro Currency Trust position peaked at $11K in Q1 2021.
47 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.