FIG Financial Advisory Services’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

FIG Financial Advisory Services’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 Q3	–	Sell	-21,973	Closed	-$1.51M	–	81
2026 Q2	$1.51M	Sell	21,973 -9,716	-31%	-$683K	0.88%	32
2026 Q1	$2.17M	Buy	+31,689	New	+$2.18M	1.35%	15

Other funds holding FXA

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

FIG Financial Advisory Services's FXA Position: Q3 2026 in Review

FIG Financial Advisory Services sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2026, closing a stake of 21,973 shares — an estimated $1.51M sold.

FIG Financial Advisory Services first reported a position in FXA in Q1 2026 and held it in 2 quarters. The position peaked at $2.17M in Q1 2026. 16 funds tracked by Wall St. Rank hold FXA as of Q3 2026.

FIG Financial Advisory Services reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2026 after selling out during the quarter.
FIG Financial Advisory Services sold 21,973 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2026, an estimated $1.51M.
FIG Financial Advisory Services first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q1 2026 and held it in 2 quarters.
FIG Financial Advisory Services's Invesco CurrencyShares Australian Dollar Trust position peaked at $2.17M in Q1 2026.
16 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2026.

Based on FIG Financial Advisory Services's 13F filing for Q3 2026, filed 7 Oct 2026.