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 Q2	$78.8K	Sell	1,149 -118	-9%	-$8.3K	﹤0.01%	1365
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 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

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Unconventional Investor Portsmouth, New Hampshire $242M AUM 18.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Clearstead Advisors's FXA Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco CurrencyShares Australian Dollar Trust (FXA) stake by 9.3% in Q2 2026, selling an estimated $8.3K and leaving 1,149 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Clearstead Advisors first reported a position in FXA in Q3 2025 and has held it in 4 quarters since. The position peaked at $86.6K in Q1 2026. 27 funds tracked by Wall St. Rank hold FXA as of Q2 2026.

Clearstead Advisors held 1,149 shares of Invesco CurrencyShares Australian Dollar Trust worth $78.8K as of Q2 2026.
Clearstead Advisors sold 118 Invesco CurrencyShares Australian Dollar Trust shares in Q2 2026, an estimated $8.3K.
Invesco CurrencyShares Australian Dollar Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1365 holding.
Clearstead Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q3 2025 and has held it in 4 quarters since.
Clearstead Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $86.6K in Q1 2026.
27 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.