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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Sell
21,973
-9,716
-31% -$683K 0.88% 32
2026
Q1 		$2.17M Buy
+31,689
New +$2.18M 1.35% 15

Other funds holding FXA

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GK
Graney & King Latham, New York $278M AUM 20.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's FXA Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV reduced its Invesco CurrencyShares Australian Dollar Trust (FXA) stake by 31% in Q2 2026, selling an estimated $683K and leaving 21,973 shares worth $1.51M. The position accounts for 0.88% of the portfolio, ranked #32.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in FXA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.17M in Q1 2026. 8 funds tracked by Wall St. Rank hold FXA as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 21,973 shares of Invesco CurrencyShares Australian Dollar Trust worth $1.51M as of Q2 2026.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 9,716 Invesco CurrencyShares Australian Dollar Trust shares in Q2 2026, an estimated $683K.
  • Invesco CurrencyShares Australian Dollar Trust made up 0.88% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #32 holding.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q1 2026 and has held it in 2 quarters since.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Invesco CurrencyShares Australian Dollar Trust position peaked at $2.17M in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.