Tru Independence Asset Management 2’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Tru Independence Asset Management 2’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
2022 Q1	–	Sell	-5,670	Closed	-$738K	–	108
2021 Q4	$738K	Sell	5,670 -780	-12%	-$101K	0.39%	49
2021 Q3	$837K	Hold	6,450	–	–	0.59%	35
2021 Q2	$861K	Hold	6,450	–	–	0.59%	34
2021 Q1	$858K	Buy	+6,450	New	+$859K	0.68%	35

Other funds holding FXB

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

HSA

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

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

Tru Independence Asset Management 2's FXB Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2022, closing a stake of 5,670 shares — an estimated $738K sold.

Tru Independence Asset Management 2 first reported a position in FXB in Q1 2021 and held it in 4 quarters. The position peaked at $861K in Q2 2021. 26 funds tracked by Wall St. Rank hold FXB as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 5,670 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2022, an estimated $738K.
Tru Independence Asset Management 2 first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q1 2021 and held it in 4 quarters.
Tru Independence Asset Management 2's Invesco CurrencyShares British Pound Sterling Trust position peaked at $861K in Q2 2021.
26 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.