West Paces Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

West Paces 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
2026 Q3	$99K	Buy	+1,700	New	+$97.9K	0.02%	224
2025 Q3	–	Sell	-3,821	Closed	-$244K	–	195
2025 Q2	$244K	Buy	+3,821	New	+$244K	0.05%	131

Other funds holding FXY

Hara Capital Bellevue, Washington $209M AUM 40.32% 1-Year Est. Return

Summit Place Financial Advisors Summit, New Jersey $221M AUM 18.56% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Phraction Management Colchester, Connecticut $545M AUM 31.11% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

West Paces Advisors's FXY Position: Q3 2026 in Review

West Paces Advisors opened a new position in Invesco CurrencyShares Japanese Yen Trust (FXY) in Q3 2026: 1,700 shares worth $99K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in FXY as recently as Q2 2025.

West Paces Advisors first reported a position in FXY in Q2 2025 and has held it in 2 quarters since. The position peaked at $244K in Q2 2025. 17 funds tracked by Wall St. Rank hold FXY as of Q3 2026.

West Paces Advisors held 1,700 shares of Invesco CurrencyShares Japanese Yen Trust worth $99K as of Q3 2026.
Invesco CurrencyShares Japanese Yen Trust was a new West Paces Advisors position in Q3 2026.
Invesco CurrencyShares Japanese Yen Trust made up 0.02% of West Paces Advisors's portfolio in Q3 2026, its #224 holding.
West Paces Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2025 and has held it in 2 quarters since.
West Paces Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $244K in Q2 2025.
17 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.