Wealthspire Advisors (Maryland)’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-141	Closed	-$12K	–	1040
2019 Q1	$12K	Hold	141	–	–	﹤0.01%	1457
2018 Q4	$12K	Hold	141	–	–	﹤0.01%	1396
2018 Q3	$12K	Hold	141	–	–	﹤0.01%	1457
2018 Q2	$12K	Hold	141	–	–	﹤0.01%	1469
2018 Q1	$13K	Hold	141	–	–	﹤0.01%	1454
2017 Q4	$12K	Buy	141 +116	+464%	+$9.87K	﹤0.01%	1514
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	1982
2017 Q2	$2K	Buy	+25	New	+$2.17K	﹤0.01%	1983

Other funds holding FXY

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FXY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q2 2019, closing a stake of 141 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in FXY in Q2 2017 and held it in 8 quarters. The position peaked at $13K in Q1 2018. 39 funds tracked by Wall St. Rank hold FXY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 141 Invesco CurrencyShares Japanese Yen Trust shares in Q2 2019, an estimated $12K.
Wealthspire Advisors (Maryland) first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Invesco CurrencyShares Japanese Yen Trust position peaked at $13K in Q1 2018.
39 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.