Avior Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Avior Wealth Management’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 Q2	–	Sell	-37	Closed	-$3.6K	–	1614
2023 Q1	$3.6K	Buy	+37	New	+$3.57K	﹤0.01%	1291

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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

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

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

FTUS

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

FNBOSM

First National Bank of South Miami South Miami, Florida $124M AUM 12.26% 1-Year Est. Return

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

Avior Wealth Management's FXF Position: Q2 2023 in Review

Avior Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2023, closing a stake of 37 shares — an estimated $3.6K sold.

Avior Wealth Management first reported a position in FXF in Q1 2023 and held it in 1 quarter. The position peaked at $3.6K in Q1 2023. 45 funds tracked by Wall St. Rank hold FXF as of Q2 2023.

Avior Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2023 after selling out during the quarter.
Avior Wealth Management sold 37 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2023, an estimated $3.6K.
Avior Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2023 and held it in 1 quarter.
Avior Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $3.6K in Q1 2023.
45 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.