Purchases and Sales Made in Q2 2025 in Invesco Currency Shares Euro Trust (FXE)
This table provides information about the institutional ownership of Invesco Currency Shares Euro Trust (FXE) during Q2 2025. The information is specifically focused on institutions that hold shares of Invesco CurrencyShares Euro Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
50.3KNew |
$5M - $5.47M
|
50.3K
$5.39M
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
12.4KNew |
$1.23M - $1.35M
|
12.4K
$1.33M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10K+ 53.61% |
$996K - $1.09M
|
28.7K
$3.07M
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
8.11KNew |
$808K - $883K
|
8.11K
$870K
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
7.76KNew |
$772K - $844K
|
7.76K
$832K
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.18KNew |
$715K - $781K
|
7.18K
$770K
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
6.91K+ 173.87% |
$688K - $752K
|
10.9K
$1.17M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.49KNew |
$646K - $706K
|
6.49K
$696K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.99KNew |
$597K - $652K
|
5.99K
$643K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.32KNew |
$530K - $579K
|
5.32K
$571K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.19KNew |
$517K - $565K
|
5.19K
$557K
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.73KNew |
$470K - $514K
|
4.73K
$507K
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4.5KNew |
$448K - $490K
|
4.5K
$483K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.26KNew |
$424K - $463K
|
4.26K
$457K
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
4.2KNew |
$418K - $457K
|
4.2K
$450K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.21KNew |
$320K - $350K
|
3.21K
$345K
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3KNew |
$299K - $326K
|
3K
$322K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.68K+ 15.22% |
$266K - $291K
|
20.3K
$2.17M
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.36KNew |
$235K - $257K
|
2.36K
$253K
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.94KNew |
$193K - $211K
|
1.94K
$208K
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
1.2KNew |
$120K - $131K
|
1.2K
$129K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.08K+ 20.22% |
$108K - $118K
|
6.45K
$691K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04KNew |
$104K - $113K
|
1.04K
$112K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
450New |
$44.8K - $49K
|
450
$48.3K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
439New |
$43.7K - $47.8K
|
439
$47.1K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
276New |
$27.5K - $30K
|
276
$29.6K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
235+ 20.47% |
$23.4K - $25.6K
|
1.38K
$148K
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
200New |
$19.9K - $21.8K
|
200
$21.5K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
143New |
$14.2K - $15.6K
|
143
$15.3K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-72- 2.07% |
$7.17K - $7.83K
|
3.41K
$366K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-288- 4.05% |
$28.7K - $31.3K
|
6.82K
$731K
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1K- 6.1% |
$99.6K - $109K
|
15.4K
$1.65M
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-3.49K- 8.95% |
$348K - $380K
|
35.5K
$3.81M
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-5.47K- 52.4% |
$544K - $595K
|
4.96K
$532K
|