FXB β€” INVESCO CURRENCYSHARES BRIT

Ownership history in Ashton Thomas Private Wealth, LLC  Β·  5 quarters on record

AI Ownership Summary

Ashton Thomas Private Wealth, LLC reported INVESCO CURRENCYSHARES BRIT (FXB) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.2% in 2024 Q4. The latest visible filing shows FXB at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FXB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ashton Thomas Private Wealth, LLC's position in INVESCO CURRENCYSHARES BRIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FXB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ashton Thomas Private Wealth, LLC held FXB β€” position size vs. price
% of Fund (quarterly)    FXB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,102 β€” 0% 0.02% $662K 2026-02-14 (Est.) $130.84
2025 Q3 UNCHANGED 5,102 β€” 0% 0.02% $660K 2025-11-04 $123.99
2025 Q2 REDUCED 5,102 -2,000 -28.2% 0.02% $674K 2025-08-01 $125.62
2025 Q1 REDUCED 7,102 -35,500 -83.3% 0.03% $883K 2025-05-16 $125.11
2024 Q4 INITIATED 42,602 β€” β€” 0.20% $5.1M 2025-02-07 $116.07

🏒 Other funds also holding FXB

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.0%

FAQ About Ashton Thomas Private Wealth, LLC and FXB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ashton Thomas Private Wealth, LLC reported owning FXB?

Ashton Thomas Private Wealth, LLC reported FXB across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FXB position in Ashton Thomas Private Wealth, LLC's portfolio?

The largest reported portfolio weight for FXB was 0.20% in 2024 Q4.

What is the latest reported FXB position on this page?

The most recent filing on this page is 2025 Q4, when Ashton Thomas Private Wealth, LLC reported 5,102 shares, equal to 0.02% of portfolio, with an estimated market value of $662K.

What does the chart on this FXB ownership page compare?

The chart compares Ashton Thomas Private Wealth, LLC's quarterly FXB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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