IMA Advisory Services’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

IMA Advisory Services’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 Q3	–	Sell	-257	Closed	-$31.4K	–	290
2023 Q2	$31.4K	Hold	257	–	–	0.01%	202
2023 Q1	$30.5K	Hold	257	–	–	0.01%	194
2022 Q4	$29.8K	Hold	257	–	–	0.01%	206
2022 Q3	$28K	Hold	257	–	–	0.01%	205
2022 Q2	$30K	Hold	257	–	–	0.01%	211
2022 Q1	$32K	Hold	257	–	–	0.01%	179
2021 Q4	$33K	Hold	257	–	–	0.01%	183
2021 Q3	$33K	Hold	257	–	–	0.01%	168
2021 Q2	$34K	Hold	257	–	–	0.01%	166
2021 Q1	$34K	Hold	257	–	–	0.01%	166
2020 Q4	$34K	Hold	257	–	–	0.01%	156
2020 Q3	$32K	Hold	257	–	–	0.01%	160
2020 Q2	$31K	Hold	257	–	–	0.01%	163
2020 Q1	$31K	Hold	257	–	–	0.01%	163
2019 Q4	$33K	Hold	257	–	–	0.01%	163
2019 Q3	$31K	Buy	257 +100	+64%	+$12K	0.01%	170
2019 Q2	$19K	Hold	157	–	–	0.01%	183
2019 Q1	$20K	Hold	157	–	–	0.01%	186
2018 Q4	$19K	Hold	157	–	–	0.01%	185
2018 Q3	$20K	Hold	157	–	–	0.01%	187
2018 Q2	$20K	Buy	+157	New	+$20.7K	0.01%	215

Other funds holding FXB

WAM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HSA

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

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

ICG

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

IMA Advisory Services's FXB Position: Q3 2023 in Review

IMA Advisory Services sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q3 2023, closing a stake of 257 shares — an estimated $31.4K sold.

IMA Advisory Services first reported a position in FXB in Q2 2018 and held it in 21 quarters. The position peaked at $34K in Q2 2021. 33 funds tracked by Wall St. Rank hold FXB as of Q3 2023.

IMA Advisory Services reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q3 2023 after selling out during the quarter.
IMA Advisory Services sold 257 Invesco CurrencyShares British Pound Sterling Trust shares in Q3 2023, an estimated $31.4K.
IMA Advisory Services first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q2 2018 and held it in 21 quarters.
IMA Advisory Services's Invesco CurrencyShares British Pound Sterling Trust position peaked at $34K in Q2 2021.
33 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q3 2023.

Based on IMA Advisory Services's 13F filing for Q3 2023, filed 28 Nov 2023.