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 Q3	$962K	Buy	9,200 +3,700	+67%	+$393K	0.36%	53
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

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

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

WPA

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Yoder Wealth Management's FXE Position: Q3 2026 in Review

Yoder Wealth Management increased its Invesco CurrencyShares Euro Currency Trust (FXE) stake by 67% in Q3 2026, buying an estimated $393K and bringing the position to 9,200 shares worth $962K. The position accounts for 0.36% of the portfolio, ranked #53.

Yoder Wealth Management first reported a position in FXE in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold FXE as of Q3 2026.

Yoder Wealth Management held 9,200 shares of Invesco CurrencyShares Euro Currency Trust worth $962K as of Q3 2026.
Yoder Wealth Management bought 3,700 Invesco CurrencyShares Euro Currency Trust shares in Q3 2026, an estimated $393K.
Invesco CurrencyShares Euro Currency Trust made up 0.36% of Yoder Wealth Management's portfolio in Q3 2026, its #53 holding.
Yoder Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.