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

Atria Wealth Solutions’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
2023 Q1	–	Sell	-3,475	Closed	-$335K	–	1894
2022 Q4	$335K	Sell	3,475 -970	-22%	-$89.9K	0.01%	1301
2022 Q3	$402K	Sell	4,445 -5,380	-55%	-$498K	0.01%	1147
2022 Q2	$922K	Sell	9,825 -6,820	-41%	-$634K	0.02%	732
2022 Q1	$1.62M	Buy	+16,645	New	+$1.62M	0.03%	551

Other funds holding FXF

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Atria Wealth Solutions's FXF Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2023, closing a stake of 3,475 shares — an estimated $335K sold.

Atria Wealth Solutions first reported a position in FXF in Q1 2022 and held it in 4 quarters. The position peaked at $1.62M in Q1 2022. 46 funds tracked by Wall St. Rank hold FXF as of Q1 2023.

Atria Wealth Solutions reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2023 after selling out during the quarter.
Atria Wealth Solutions sold 3,475 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2023, an estimated $335K.
Atria Wealth Solutions first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's Invesco CurrencyShares Swiss Franc Trust position peaked at $1.62M in Q1 2022.
46 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.