AF
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Affiance Financial’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Affiance Financial’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
2023
Q1 		– Sell
-13
Closed -$876 – 208
2022
Q4 		$876 Buy
+13
New +$845 ﹤0.01% 404

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Affiance Financial's FXA Position: Q1 2023 in Review

Affiance Financial sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2023, closing a stake of 13 shares — an estimated $876 sold.

Affiance Financial first reported a position in FXA in Q4 2022 and held it in 1 quarter. The position peaked at $876 in Q4 2022. 16 funds tracked by Wall St. Rank hold FXA as of Q1 2023.

  • Affiance Financial reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 13 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2023, an estimated $876.
  • Affiance Financial first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's Invesco CurrencyShares Australian Dollar Trust position peaked at $876 in Q4 2022.
  • 16 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.