Carolinas Wealth Consulting’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Carolinas Wealth Consulting’s Portfolio FXB Stock Details FXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-41	Closed	-$5.06K	–	346
2025 Q1	$5.06K	Hold	41	–	–	﹤0.01%	606
2024 Q4	$4.87K	Hold	41	–	–	﹤0.01%	646
2024 Q3	$5.17K	Buy	41 +1	+3%	+$125	﹤0.01%	658
2024 Q2	$4.84K	Buy	40 +1	+3%	+$121	﹤0.01%	653
2024 Q1	$4.8K	Hold	39	–	–	﹤0.01%	651
2023 Q4	$4.81K	Hold	39	–	–	﹤0.01%	627
2023 Q3	$4.56K	Hold	39	–	–	﹤0.01%	617
2023 Q2	$4.71K	Buy	39 +1	+3%	+$120	﹤0.01%	681
2023 Q1	$4.55K	Hold	38	–	–	﹤0.01%	698
2022 Q4	$4.43K	Hold	38	–	–	﹤0.01%	706
2022 Q3	$4K	Hold	38	–	–	﹤0.01%	676
2022 Q2	$4K	Hold	38	–	–	﹤0.01%	678
2022 Q1	$5K	Hold	38	–	–	﹤0.01%	697
2021 Q4	$5K	Hold	38	–	–	﹤0.01%	702
2021 Q3	$5K	Hold	38	–	–	﹤0.01%	671
2021 Q2	$5K	Hold	38	–	–	﹤0.01%	694
2021 Q1	$5K	Hold	38	–	–	﹤0.01%	706
2020 Q4	$5K	Hold	38	–	–	﹤0.01%	646
2020 Q3	$5K	Hold	38	–	–	﹤0.01%	565
2020 Q2	$5K	Buy	+38	New	+$4.57K	﹤0.01%	398

Other funds holding FXB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Carolinas Wealth Consulting's FXB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q2 2025, closing a stake of 41 shares — an estimated $5.06K sold.

Carolinas Wealth Consulting first reported a position in FXB in Q2 2020 and held it in 20 quarters. The position peaked at $5.17K in Q3 2024. 37 funds tracked by Wall St. Rank hold FXB as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 41 Invesco CurrencyShares British Pound Sterling Trust shares in Q2 2025, an estimated $5.06K.
Carolinas Wealth Consulting first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Invesco CurrencyShares British Pound Sterling Trust position peaked at $5.17K in Q3 2024.
37 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.