Bradley & Co Private Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Bradley & Co Private 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
2026 Q2	$2.07K	Hold	19	–	–	﹤0.01%	190
2026 Q1	$2.1K	Hold	19	–	–	﹤0.01%	182
2025 Q4	$2.12K	Sell	19 -18	-49%	-$1.99K	﹤0.01%	183
2025 Q3	$4.12K	Hold	37	–	–	﹤0.01%	160
2025 Q2	$4.14K	Buy	+37	New	+$3.97K	﹤0.01%	153

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

Bradley & Co Private Wealth Management's FXF Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q2 2026 at 19 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Bradley & Co Private Wealth Management first reported a position in FXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.14K in Q2 2025. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Bradley & Co Private Wealth Management held 19 shares of Invesco CurrencyShares Swiss Franc Trust worth $2.07K as of Q2 2026.
Bradley & Co Private Wealth Management left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q2 2026.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #190 holding.
Bradley & Co Private Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and has held it in 5 quarters since.
Bradley & Co Private Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $4.14K in Q2 2025.
87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.