Tortoise Investment Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Tortoise Investment 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 Q1	–	Sell	-1,545	Closed	-$200K	–	258
2025 Q4	$200K	Hold	1,545	–	–	0.02%	232
2025 Q3	$200K	Hold	1,545	–	–	0.02%	228
2025 Q2	$204K	Buy	+1,545	New	+$198K	0.02%	218
2016 Q4	–	Sell	-256	Closed	-$32K	–	493
2016 Q3	$32K	Buy	+256	New	+$32.8K	0.01%	227

Other funds holding FXB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

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

PWAC

Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $206M AUM 21.58% 1-Year Est. Return

ATPW

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

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

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Tortoise Investment Management's FXB Position: Q1 2026 in Review

Tortoise Investment Management sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2026, closing a stake of 1,545 shares — an estimated $200K sold.

Tortoise Investment Management first reported a position in FXB in Q3 2016 and held it in 4 quarters. The position peaked at $204K in Q2 2025. 30 funds tracked by Wall St. Rank hold FXB as of Q1 2026.

Tortoise Investment Management reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2026 after selling out during the quarter.
Tortoise Investment Management sold 1,545 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2026, an estimated $200K.
Tortoise Investment Management first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2016 and held it in 4 quarters.
Tortoise Investment Management's Invesco CurrencyShares British Pound Sterling Trust position peaked at $204K in Q2 2025.
30 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.