Authentikos Wealth Advisory’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Authentikos Wealth Advisory’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 Q4	–	Sell	-60	Closed	-$5.83K	–	239
2023 Q3	$5.83K	Buy	+60	New	+$6.04K	0.01%	289
2023 Q2	–	Sell	-7,725	Closed	-$746K	–	71
2023 Q1	$746K	Buy	+7,725	New	+$744K	0.75%	26

Other funds holding FXF

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

ICG

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Authentikos Wealth Advisory's FXF Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2023, closing a stake of 60 shares — an estimated $5.83K sold.

Authentikos Wealth Advisory first reported a position in FXF in Q1 2023 and held it in 2 quarters. The position peaked at $746K in Q1 2023. 45 funds tracked by Wall St. Rank hold FXF as of Q4 2023.

Authentikos Wealth Advisory reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 60 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2023, an estimated $5.83K.
Authentikos Wealth Advisory first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2023 and held it in 2 quarters.
Authentikos Wealth Advisory's Invesco CurrencyShares Swiss Franc Trust position peaked at $746K in Q1 2023.
45 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.