IFP Advisors’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-450	Closed	-$58K	–	3779
2022 Q4	$58K	Buy	+450	New	+$50.8K	﹤0.01%	2136
2018 Q2	–	Sell	-45	Closed	-$6K	–	3934
2018 Q1	$6K	Hold	45	–	–	﹤0.01%	3067
2017 Q4	$6K	Sell	45 -82	-65%	-$10.6K	﹤0.01%	3113
2017 Q3	$17K	Hold	127	–	–	﹤0.01%	2702
2017 Q2	$16K	Buy	127 +45	+55%	+$5.61K	﹤0.01%	2706
2017 Q1	$10K	Buy	+82	New	+$9.91K	﹤0.01%	2910
2016 Q4	–	Sell	-5	Closed	-$1K	–	4035
2016 Q3	$1K	Sell	5 -375	-99%	-$48.1K	﹤0.01%	3722
2016 Q2	$49K	Buy	+380	New	+$53.3K	﹤0.01%	1775
2016 Q1	–	Sell	-162	Closed	-$23K	–	2750
2015 Q4	$23K	Buy	+162	New	+$24.1K	﹤0.01%	2077

Other funds holding FXB

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

IFP Advisors's FXB Position: Q1 2023 in Review

IFP Advisors sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2023, closing a stake of 450 shares — an estimated $58K sold.

IFP Advisors first reported a position in FXB in Q4 2015 and held it in 9 quarters. The position peaked at $58K in Q4 2022. 34 funds tracked by Wall St. Rank hold FXB as of Q1 2023.

IFP Advisors reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 450 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2023, an estimated $58K.
IFP Advisors first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q4 2015 and held it in 9 quarters.
IFP Advisors's Invesco CurrencyShares British Pound Sterling Trust position peaked at $58K in Q4 2022.
34 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.