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 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10K+ 53.61% |
$996K - $1.09M
|
28.7K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
6.91K+ 173.87% |
$688K - $752K
|
10.9K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.99KNew |
$597K - $652K
|
5.99K
$641K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.26KNew |
$424K - $463K
|
4.26K
$456K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.21KNew |
$320K - $350K
|
3.21K
$344K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3KNew |
$299K - $326K
|
3K
$321K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.04KNew |
$104K - $113K
|
1.04K
$111K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
276New |
$27.5K - $30K
|
276
$29.5K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
235+ 20.47% |
$23.4K - $25.6K
|
1.38K
$148K
|
|
|
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
$365K
|