Northwestern Mutual Wealth Management’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Northwestern Mutual Wealth Management’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
2026 Q1	–	Sell	-36	Closed	-$2.38K	–	4259
2025 Q4	$2.38K	Buy	+36	New	+$2.34K	﹤0.01%	3437
2024 Q2	–	Sell	-2	Closed	-$129	–	3612
2024 Q1	$129	Buy	+2	New	+$130	﹤0.01%	3425
2017 Q4	–	Sell	-102	Closed	-$8K	–	2359
2017 Q3	$8K	Buy	+102	New	+$8.06K	﹤0.01%	1716

Other funds holding FXA

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

CAM

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management's FXA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2026, closing a stake of 36 shares — an estimated $2.38K sold.

Northwestern Mutual Wealth Management first reported a position in FXA in Q3 2017 and held it in 3 quarters. The position peaked at $8K in Q3 2017. 26 funds tracked by Wall St. Rank hold FXA as of Q1 2026.

Northwestern Mutual Wealth Management reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 36 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2026, an estimated $2.38K.
Northwestern Mutual Wealth Management first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q3 2017 and held it in 3 quarters.
Northwestern Mutual Wealth Management's Invesco CurrencyShares Australian Dollar Trust position peaked at $8K in Q3 2017.
26 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.