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

Financial Sense 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
2021 Q1	–	Sell	-3,000	Closed	-$231K	–	118
2020 Q4	$230K	Buy	+3,000	New	+$219K	0.08%	94
2020 Q1	–	Sell	-3,750	Closed	-$263K	–	87
2019 Q4	$263K	Buy	+3,750	New	+$256K	0.1%	78
2016 Q4	–	Sell	-3,220	Closed	-$247K	–	81
2016 Q3	$247K	Sell	3,220 -265	-8%	-$20.1K	0.16%	68
2016 Q2	$260K	Sell	3,485 -1,775	-34%	-$133K	0.15%	64
2016 Q1	$404K	Buy	+5,260	New	+$381K	0.24%	50

Other funds holding FXA

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Financial Sense Advisors's FXA Position: Q1 2021 in Review

Financial Sense Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2021, closing a stake of 3,000 shares — an estimated $231K sold.

Financial Sense Advisors first reported a position in FXA in Q1 2016 and held it in 5 quarters. The position peaked at $404K in Q1 2016. 31 funds tracked by Wall St. Rank hold FXA as of Q1 2021.

Financial Sense Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2021 after selling out during the quarter.
Financial Sense Advisors sold 3,000 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2021, an estimated $231K.
Financial Sense Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q1 2016 and held it in 5 quarters.
Financial Sense Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $404K in Q1 2016.
31 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2021.

Based on Financial Sense Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.