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Blue Trust Inc’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Blue Trust Inc’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
2025
Q4 		– Sell
-75
Closed -$4.91K – 2604
2025
Q3 		$4.91K Buy
+75
New +$4.86K ﹤0.01% 2001

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ATPW
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Envestnet Asset Management
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UI
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Blue Trust Inc's FXA Position: Q4 2025 in Review

Blue Trust Inc sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q4 2025, closing a stake of 75 shares — an estimated $4.91K sold.

Blue Trust Inc first reported a position in FXA in Q3 2025 and held it in 1 quarter. The position peaked at $4.91K in Q3 2025. 29 funds tracked by Wall St. Rank hold FXA as of Q4 2025.

  • Blue Trust Inc reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 75 Invesco CurrencyShares Australian Dollar Trust shares in Q4 2025, an estimated $4.91K.
  • Blue Trust Inc first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's Invesco CurrencyShares Australian Dollar Trust position peaked at $4.91K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.