Carson Wealth (CWM LLC)’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$4.79K	Hold	70	–	–	﹤0.01%	5039
2025 Q4	$5K	Hold	70	–	–	﹤0.01%	4805
2025 Q3	$5K	Hold	70	–	–	﹤0.01%	4724
2025 Q2	$5K	Hold	70	–	–	﹤0.01%	4611
2025 Q1	$4K	Hold	70	–	–	﹤0.01%	4533
2024 Q4	$4K	Hold	70	–	–	﹤0.01%	4304
2024 Q3	$5K	Hold	70	–	–	﹤0.01%	4098
2024 Q2	$5K	Hold	70	–	–	﹤0.01%	3861
2024 Q1	$5K	Hold	70	–	–	﹤0.01%	3654
2023 Q4	$5K	Hold	70	–	–	﹤0.01%	3505
2023 Q3	$4K	Sell	70 -115	-62%	-$7.45K	﹤0.01%	3560
2023 Q2	$12K	Buy	+185	New	+$12.2K	﹤0.01%	2976

Other funds holding FXA

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

ATPW

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

FFASIA

FIG FINANCIAL ADVISORY SERVICES INC /ADV Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Unconventional Investor Portsmouth, New Hampshire $211M AUM 14.16% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s FXA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco CurrencyShares Australian Dollar Trust (FXA) position steady in Q1 2026 at 70 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #5039.

Carson Wealth (CWM LLC) first reported a position in FXA in Q2 2023 and has held it in 12 quarters since. The position peaked at $12K in Q2 2023. 27 funds tracked by Wall St. Rank hold FXA as of Q1 2026.

Carson Wealth (CWM LLC) held 70 shares of Invesco CurrencyShares Australian Dollar Trust worth $4.79K as of Q1 2026.
Carson Wealth (CWM LLC) left its Invesco CurrencyShares Australian Dollar Trust share count unchanged in Q1 2026.
Invesco CurrencyShares Australian Dollar Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5039 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Invesco CurrencyShares Australian Dollar Trust position peaked at $12K in Q2 2023.
27 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.