Avalon Capital Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-2,166
Closed -$239K – 135
2026
Q1
$239K Sell
2,166
-81,630
-97% -$9.21M 0.07% 109
2025
Q4
$9.35M Buy
83,796
+68,305
+441% +$7.56M 2.24% 13
2025
Q3
$1.72M Sell
15,491
-146
-0.9% -$16.2K 0.42% 48
2025
Q2
$1.75M Buy
+15,637
New +$1.68M 0.47% 52

Other funds holding FXF

Avalon Capital Management's FXF Position: Q2 2026 in Review

Avalon Capital Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2026, closing a stake of 2,166 shares — an estimated $239K sold.

Avalon Capital Management first reported a position in FXF in Q2 2025 and held it in 4 quarters. The position peaked at $9.35M in Q4 2025. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • Avalon Capital Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2026 after selling out during the quarter.
  • Avalon Capital Management sold 2,166 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $239K.
  • Avalon Capital Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and held it in 4 quarters.
  • Avalon Capital Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $9.35M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.