Skip to main content

Upper Left Wealth Management, LLC

SEC CIK
0001911228
Latest filing
Jul 14, 2026

FXE holding history

Invesco CurrencyShares Euro Trust in every 13F filed by Upper Left Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FXE overviewAll 13F holders of FXEFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2022
Holdings of FXE by Upper Left Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−18,691−100.0%Sold outHolders
Q4 202418,691$1.79M1.5%−2,732−12.8%ReducedHolders
Q3 202421,423$2.19M1.9%−7,973−27.1%ReducedHolders
Q2 202429,396$2.91M2.6%−532−1.8%ReducedHolders
Q1 202429,928$2.98M2.8%−3,601−10.7%ReducedHolders
Q4 202333,529$3.42M3.4%−2,786−7.7%ReducedHolders
Q3 202336,315$3.55M3.7%−91−0.2%ReducedHolders
Q2 202336,406$3.67M4.1%+105+0.3%AddedHolders
Q1 202336,301$3.64M4.1%−1,042−2.8%ReducedHolders
Q4 202237,343$3.69M4.4%−1,111−2.9%ReducedHolders
Q3 202238,454$3.49M4.5%−823−2.1%ReducedHolders
Q2 202239,277$3.81M4.6%+352+0.9%AddedHolders
Q1 202238,925$3.99M4.1%+38,925NewHolders