Worth Asset Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Worth Asset 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
2025 Q3	–	Sell	-4,591	Closed	-$607K	–	181
2025 Q2	$607K	Buy	+4,591	New	+$590K	0.3%	58
2024 Q4	–	Sell	-4,543	Closed	-$585K	–	151
2024 Q3	$585K	Buy	+4,543	New	+$568K	0.32%	69
2024 Q1	–	Sell	-7,495	Closed	-$920K	–	130
2023 Q4	$920K	Buy	+7,495	New	+$895K	0.66%	42
2023 Q3	–	Sell	-16,892	Closed	-$2.06M	–	208
2023 Q2	$2.06M	Buy	16,892 +6,918	+69%	+$833K	1.58%	8
2023 Q1	$1.18M	Buy	+9,974	New	+$1.17M	0.9%	23

Other funds holding FXB

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

ATPW

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

HSA

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

Worth Asset Management's FXB Position: Q3 2025 in Review

Worth Asset Management sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q3 2025, closing a stake of 4,591 shares — an estimated $607K sold.

Worth Asset Management first reported a position in FXB in Q1 2023 and held it in 5 quarters. The position peaked at $2.06M in Q2 2023. 35 funds tracked by Wall St. Rank hold FXB as of Q3 2025.

Worth Asset Management reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q3 2025 after selling out during the quarter.
Worth Asset Management sold 4,591 Invesco CurrencyShares British Pound Sterling Trust shares in Q3 2025, an estimated $607K.
Worth Asset Management first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q1 2023 and held it in 5 quarters.
Worth Asset Management's Invesco CurrencyShares British Pound Sterling Trust position peaked at $2.06M in Q2 2023.
35 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q3 2025.

Based on Worth Asset Management's 13F filing for Q3 2025, filed 17 Oct 2025.