FXE — INVESCO CURRENCYSHARES EURO

Ownership history in Yoder Wealth Management, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. 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
0.25% (2025 Q4)
Avg. % of fund
0.2%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,000 +2,800 +127.3% 0.25% $542K $108.26
2025 Q3 REDUCED 2,200 -2,000 -47.6% 0.11% $238K $107.98
2025 Q2 INITIATED 4,200 — — 0.24% $457K $108.20
% 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% 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% Advisory Services Network, LLC 3Y 7Y 0.07%
← Back to Yoder Wealth Management, Inc. Holdings