Beacon Pointe Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Beacon Pointe Advisors’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
2026 Q2	$1.31M	Buy	12,010 +985	+9%	+$110K	0.01%	921
2026 Q1	$1.22M	Buy	11,025 +7,625	+224%	+$860K	0.01%	924
2025 Q4	$379K	Sell	3,400 -1,020	-23%	-$113K	﹤0.01%	1164
2025 Q3	$492K	Sell	4,420 -3,450	-44%	-$382K	﹤0.01%	1010
2025 Q2	$880K	Buy	7,870 +3,000	+62%	+$322K	0.01%	702
2025 Q1	$489K	Buy	4,870 +275	+6%	+$27.2K	0.01%	854
2024 Q4	$450K	Buy	4,595 +2,075	+82%	+$210K	0.01%	862
2024 Q3	$265K	Buy	+2,520	New	+$259K	﹤0.01%	1069
2023 Q3	–	Sell	-2,320	Closed	-$231K	–	1340
2023 Q2	$231K	Sell	2,320 -1,950	-46%	-$193K	﹤0.01%	971
2023 Q1	$416K	Sell	4,270 -950	-18%	-$91.5K	0.01%	819
2022 Q4	$504K	Sell	5,220 -100	-2%	-$9.27K	0.01%	683
2022 Q3	$481K	Sell	5,320 -300	-5%	-$27.8K	0.01%	650
2022 Q2	$528K	Buy	5,620 +750	+15%	+$69.7K	0.01%	630
2022 Q1	$473K	Buy	+4,870	New	+$474K	0.01%	821

Other funds holding FXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Pointe Advisors's FXF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 8.9% in Q2 2026, buying an estimated $110K and bringing the position to 12,010 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #921.

Beacon Pointe Advisors first reported a position in FXF in Q1 2022 and has held it in 14 quarters since. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Beacon Pointe Advisors held 12,010 shares of Invesco CurrencyShares Swiss Franc Trust worth $1.31M as of Q2 2026.
Beacon Pointe Advisors bought 985 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $110K.
Invesco CurrencyShares Swiss Franc Trust made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #921 holding.
Beacon Pointe Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2022 and has held it in 14 quarters since.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.