FXE — INVESCO CURRENCYSHARES EURO

Ownership history in Focus Partners Wealth  ·  3 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in INVESCO CURRENCYSHARES EURO (FXE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.0%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 20,515 -4,968 -19.5% 0.00% $2.2M $107.98
2025 Q2 ADDED 25,483 +14,632 +134.8% 0.01% $2.8M $108.20
2025 Q1 INITIATED 10,851 — — 0.00% $1.1M $99.09
% of Fund (quarterly)    FXE price (monthly, adj. close)

Other funds also holding FXE

As of 2025 Q4 — sorted by position size

Resurgent Financial Advisors LLC 3Y 1.28% Summit Place Financial Advisors, LLC 3Y 1.07% LEUTHOLD GROUP, LLC 3Y 7Y 0.48% Yoder Wealth Management, Inc. 0.25% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 0.2% Opal Wealth Advisors, LLC 3Y 0.16% AVALON CAPITAL MANAGEMENT 3Y 7Y 0.13% Inlight Wealth Management, LLC 0.12% Dunhill Financial, LLC 0.08% Kathmere Capital Management, LLC 3Y 0.08%
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