Fiduciary Financial Group’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Fiduciary Financial Group’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	–	Sell	-3,670	Closed	-$243K	–	352
2025 Q4	$243K	Buy	3,670 +127	+4%	+$8.26K	0.03%	295
2025 Q3	$232K	Buy	3,543 +41	+1%	+$2.65K	0.04%	285
2025 Q2	$228K	Buy	3,502 +26	+0.7%	+$1.65K	0.04%	271
2025 Q1	$214K	Sell	3,476 -249	-7%	-$15.5K	0.05%	267
2024 Q4	$227K	Buy	3,725 +171	+5%	+$11.1K	0.05%	248
2024 Q3	$238K	Sell	3,554 -157	-4%	-$10.4K	0.05%	235
2024 Q2	$248K	Buy	+3,711	New	+$242K	0.06%	226

Other funds holding FXA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.15B 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Financial Group's FXA Position: Q1 2026 in Review

Fiduciary Financial Group sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2026, closing a stake of 3,670 shares — an estimated $243K sold.

Fiduciary Financial Group first reported a position in FXA in Q2 2024 and held it in 7 quarters. The position peaked at $248K in Q2 2024. 26 funds tracked by Wall St. Rank hold FXA as of Q1 2026.

Fiduciary Financial Group reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2026 after selling out during the quarter.
Fiduciary Financial Group sold 3,670 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2026, an estimated $243K.
Fiduciary Financial Group first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2024 and held it in 7 quarters.
Fiduciary Financial Group's Invesco CurrencyShares Australian Dollar Trust position peaked at $248K in Q2 2024.
26 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2026.

Based on Fiduciary Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.