Ameritas Advisory Services’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Ameritas Advisory Services’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	–	Sell	-21,103	Closed	-$2.33M	–	2032
2026 Q1	$2.33M	Buy	+21,103	New	+$2.38M	0.09%	203
2023 Q2	–	Sell	-400	Closed	-$40.1K	–	1302
2023 Q1	$40.1K	Buy	+400	New	+$38.5K	﹤0.01%	1353

Other funds holding FXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameritas Advisory Services's FXF Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2026, closing a stake of 21,103 shares — an estimated $2.33M sold.

Ameritas Advisory Services first reported a position in FXF in Q1 2023 and held it in 2 quarters. The position peaked at $2.33M in Q1 2026. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Ameritas Advisory Services reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 21,103 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $2.33M.
Ameritas Advisory Services first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Invesco CurrencyShares Swiss Franc Trust position peaked at $2.33M in Q1 2026.
87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.