Institutional Ownership Invesco Currency Shares Australian Dollar Trust (FXA)
This table provides information about the institutional ownership of Invesco Currency Shares Australian Dollar Trust (FXA). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 362,523 shares, which have been reported (via 13F filing form) to have a value of $23.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
250
shares
|
$16,102
0.0% of portfolio
|
Q3 2025
Reduced 71.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
75
shares
|
$4,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
70
shares
|
$4,508
0.0% of portfolio
|
Q3 2023
Reduced 62.16%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
62
shares
|
$3,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|