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Copia Wealth Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Copia Wealth Management’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
-28
Closed -$3.48K – 477
2025
Q1 		$3.48K Buy
+28
New +$3.4K ﹤0.01% 361

Other funds holding FXB

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Jane Street
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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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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

Copia Wealth Management's FXB Position: Q2 2025 in Review

Copia Wealth Management sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q2 2025, closing a stake of 28 shares — an estimated $3.48K sold.

Copia Wealth Management first reported a position in FXB in Q1 2025 and held it in 1 quarter. The position peaked at $3.48K in Q1 2025. 37 funds tracked by Wall St. Rank hold FXB as of Q2 2025.

  • Copia Wealth Management reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 28 Invesco CurrencyShares British Pound Sterling Trust shares in Q2 2025, an estimated $3.48K.
  • Copia Wealth Management first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's Invesco CurrencyShares British Pound Sterling Trust position peaked at $3.48K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.