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Clearstead Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Clearstead Advisors’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 		$86.6K Hold
1,267
– – ﹤0.01% 1170
2025
Q4 		$83.7K Hold
1,267
– – ﹤0.01% 1177
2025
Q3 		$83K Buy
+1,267
New +$82.1K ﹤0.01% 1105

Other funds holding FXA

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UI
Unconventional Investor Portsmouth, New Hampshire $211M AUM 14.16% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's FXA Position: Q1 2026 in Review

Clearstead Advisors held its Invesco CurrencyShares Australian Dollar Trust (FXA) position steady in Q1 2026 at 1,267 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Clearstead Advisors first reported a position in FXA in Q3 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold FXA as of Q1 2026.

  • Clearstead Advisors held 1,267 shares of Invesco CurrencyShares Australian Dollar Trust worth $86.6K as of Q1 2026.
  • Clearstead Advisors left its Invesco CurrencyShares Australian Dollar Trust share count unchanged in Q1 2026.
  • Invesco CurrencyShares Australian Dollar Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1170 holding.
  • Clearstead Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q3 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.