AWM
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AE Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

AE Wealth Management’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,243
Closed -$803K – 1959
2023
Q1 		$803K Buy
8,243
+128
+2% +$12.5K 0.01% 1131
2022
Q4 		$783K Buy
+8,115
New +$783K 0.01% 1093