Ashton Thomas Private Wealth’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Ashton Thomas Private Wealth’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	$3.24M	Buy	29,720 +5,423	+22%	+$605K	0.07%	286
2026 Q1	$2.68M	Hold	24,297	–	–	0.06%	299
2025 Q4	$2.71M	Hold	24,297	–	–	0.07%	276
2025 Q3	$2.7M	Hold	24,297	–	–	0.07%	270
2025 Q2	$2.72M	Sell	24,297 -6,888	-22%	-$740K	0.1%	224
2025 Q1	$3.13M	Sell	31,185 -35,574	-53%	-$3.52M	0.12%	199
2024 Q4	$6.53M	Buy	+66,759	New	+$6.76M	0.25%	95

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

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

FFO

Fiduciary Family Office Boca Raton, Florida $400M AUM 34.3% 1-Year Est. Return

Ashton Thomas Private Wealth's FXF Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 22% in Q2 2026, buying an estimated $605K and bringing the position to 29,720 shares worth $3.24M. The position accounts for 0.07% of the portfolio, ranked #286.

Ashton Thomas Private Wealth first reported a position in FXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.53M in Q4 2024. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Ashton Thomas Private Wealth held 29,720 shares of Invesco CurrencyShares Swiss Franc Trust worth $3.24M as of Q2 2026.
Ashton Thomas Private Wealth bought 5,423 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $605K.
Invesco CurrencyShares Swiss Franc Trust made up 0.07% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #286 holding.
Ashton Thomas Private Wealth first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2024 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's Invesco CurrencyShares Swiss Franc Trust position peaked at $6.53M in Q4 2024.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.