Nalls Sherbakoff Group’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Nalls Sherbakoff Group’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 Q4	$16.5K	Hold	250	–	–	0.01%	294
2025 Q3	$16.4K	Hold	250	–	–	0.01%	293
2025 Q2	$16.3K	Hold	250	–	–	0.01%	294
2025 Q1	$15.5K	Buy	+250	New	+$15.5K	0.01%	268
2023 Q4	$16.9K	Hold	250	–	–	0.02%	243
2023 Q3	$15.9K	Hold	250	–	–	0.02%	242
2023 Q2	$16.1K	Hold	250	–	–	0.02%	243
2023 Q1	$16.6K	Buy	+250	New	+$16.9K	0.02%	243
2018 Q4	$18K	Buy	+250	New	+$17.9K	0.03%	217

Other funds holding FXA

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ATPW

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Unconventional Investor Portsmouth, New Hampshire $211M AUM 14.16% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Nalls Sherbakoff Group's FXA Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Invesco CurrencyShares Australian Dollar Trust (FXA) position steady in Q4 2025 at 250 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #294.

Nalls Sherbakoff Group first reported a position in FXA in Q4 2018 and has held it in 9 quarters since. The position peaked at $18K in Q4 2018. 29 funds tracked by Wall St. Rank hold FXA as of Q4 2025.

Nalls Sherbakoff Group held 250 shares of Invesco CurrencyShares Australian Dollar Trust worth $16.5K as of Q4 2025.
Nalls Sherbakoff Group left its Invesco CurrencyShares Australian Dollar Trust share count unchanged in Q4 2025.
Invesco CurrencyShares Australian Dollar Trust made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #294 holding.
Nalls Sherbakoff Group first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Invesco CurrencyShares Australian Dollar Trust position peaked at $18K in Q4 2018.
29 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.