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Atria Investments’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Atria Investments’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
2025
Q3 		– Sell
-4,941
Closed -$552K – 2064
2025
Q2 		$552K Buy
+4,941
New +$531K 0.01% 1364
2020
Q2 		– Sell
-2,378
Closed -$227K – 628
2020
Q1 		$227K Buy
+2,378
New +$226K 0.02% 499

Other funds holding FXF

HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Atria Investments's FXF Position: Q3 2025 in Review

Atria Investments sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2025, closing a stake of 4,941 shares — an estimated $552K sold.

Atria Investments first reported a position in FXF in Q1 2020 and held it in 2 quarters. The position peaked at $552K in Q2 2025. 77 funds tracked by Wall St. Rank hold FXF as of Q3 2025.

  • Atria Investments reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 4,941 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2025, an estimated $552K.
  • Atria Investments first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2020 and held it in 2 quarters.
  • Atria Investments's Invesco CurrencyShares Swiss Franc Trust position peaked at $552K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.