Mather Group’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Mather Group’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
2025 Q1	–	Sell	-827	Closed	-$99.7K	–	1820
2024 Q4	$99.7K	Hold	827	–	–	﹤0.01%	743
2024 Q3	$107K	Hold	827	–	–	﹤0.01%	723
2024 Q2	$101K	Hold	827	–	–	﹤0.01%	808
2024 Q1	$102K	Buy	+827	New	+$101K	﹤0.01%	700

Other funds holding FXB

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

HSA

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

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Mather Group's FXB Position: Q1 2025 in Review

Mather Group sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2025, closing a stake of 827 shares — an estimated $99.7K sold.

Mather Group first reported a position in FXB in Q1 2024 and held it in 4 quarters. The position peaked at $107K in Q3 2024. 26 funds tracked by Wall St. Rank hold FXB as of Q1 2025.

Mather Group reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2025 after selling out during the quarter.
Mather Group sold 827 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2025, an estimated $99.7K.
Mather Group first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q1 2024 and held it in 4 quarters.
Mather Group's Invesco CurrencyShares British Pound Sterling Trust position peaked at $107K in Q3 2024.
26 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.