IFWM
FXB icon

Institute for Wealth Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Institute for Wealth Management’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
2026
Q2 		$1.02K Buy
+8
New +$1.03K ﹤0.01% 1658

Other funds holding FXB

NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Institute for Wealth Management's FXB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q2 2026: 8 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings.

8 funds tracked by Wall St. Rank hold FXB as of Q2 2026.

  • Institute for Wealth Management held 8 shares of Invesco CurrencyShares British Pound Sterling Trust worth $1.02K as of Q2 2026.
  • Invesco CurrencyShares British Pound Sterling Trust was a new Institute for Wealth Management position in Q2 2026.
  • Invesco CurrencyShares British Pound Sterling Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1658 holding.
  • 8 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.