Yoder Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Yoder Wealth Management’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
2026 Q2	$580K	Buy	+5,500	New	+$590K	0.23%	64
2026 Q1	–	Sell	-5,000	Closed	-$542K	–	126
2025 Q4	$542K	Buy	5,000 +2,800	+127%	+$301K	0.25%	64
2025 Q3	$238K	Sell	2,200 -2,000	-48%	-$216K	0.11%	105
2025 Q2	$457K	Buy	+4,200	New	+$439K	0.24%	68

Other funds holding FXE

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $228M AUM 26.15% 1-Year Est. Return

Yoder Wealth Management's FXE Position: Q2 2026 in Review

Yoder Wealth Management opened a new position in Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2026: 5,500 shares worth $580K. The stake represents 0.23% of the portfolio and ranks #64 among its holdings. This is a return to the name: Yoder Wealth Management previously reported a position in FXE as recently as Q4 2025.

Yoder Wealth Management first reported a position in FXE in Q2 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold FXE as of Q2 2026.

Yoder Wealth Management held 5,500 shares of Invesco CurrencyShares Euro Currency Trust worth $580K as of Q2 2026.
Invesco CurrencyShares Euro Currency Trust was a new Yoder Wealth Management position in Q2 2026.
Invesco CurrencyShares Euro Currency Trust made up 0.23% of Yoder Wealth Management's portfolio in Q2 2026, its #64 holding.
Yoder Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2025 and has held it in 4 quarters since.
78 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.