AFG
FXF icon

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

Atomi Financial Group’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
Q1 		– Sell
-1,810
Closed -$202K – 1254
2025
Q4 		$202K Buy
+1,810
New +$200K 0.01% 1146

Other funds holding FXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Atomi Financial Group's FXF Position: Q1 2026 in Review

Atomi Financial Group sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2026, closing a stake of 1,810 shares — an estimated $202K sold.

Atomi Financial Group first reported a position in FXF in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 95 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

  • Atomi Financial Group reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 1,810 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2026, an estimated $202K.
  • Atomi Financial Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2025 and held it in 1 quarter.
  • Atomi Financial Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $202K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.