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Mount Yale Investment Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-62
Closed -$4.04K – 1027
2025
Q2 		$4.04K Buy
+62
New +$3.94K ﹤0.01% 1261

Other funds holding FXA

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return
UI
Unconventional Investor Portsmouth, New Hampshire $211M AUM 14.16% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Mount Yale Investment Advisors's FXA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2025, closing a stake of 62 shares — an estimated $4.04K sold.

Mount Yale Investment Advisors first reported a position in FXA in Q2 2025 and held it in 1 quarter. The position peaked at $4.04K in Q2 2025. 27 funds tracked by Wall St. Rank hold FXA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 62 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2025, an estimated $4.04K.
  • Mount Yale Investment Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $4.04K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.