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Allworth Financial’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Allworth Financial’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.07K Buy
74
+37
+100% +$4.13K ﹤0.01% 3850
2026
Q1 		$4.09K Hold
37
– – ﹤0.01% 4069
2025
Q4 		$4.13K Buy
+37
New +$4.1K ﹤0.01% 3825

Other funds holding FXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial's FXF Position: Q2 2026 in Review

Allworth Financial increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 100% in Q2 2026, buying an estimated $4.13K and bringing the position to 74 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

Allworth Financial first reported a position in FXF in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • Allworth Financial held 74 shares of Invesco CurrencyShares Swiss Franc Trust worth $8.07K as of Q2 2026.
  • Allworth Financial bought 37 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $4.13K.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3850 holding.
  • Allworth Financial first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.