Cambridge Investment Research Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Cambridge Investment Research 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 Q1	$1.06M	Buy	9,645 +487	+5%	+$54.9K	﹤0.01%	2122
2025 Q4	$1.02M	Buy	9,158 +939	+11%	+$104K	﹤0.01%	2080
2025 Q3	$914K	Buy	8,219 +3,855	+88%	+$427K	﹤0.01%	2115
2025 Q2	$488K	Buy	+4,364	New	+$469K	﹤0.01%	2569
2021 Q1	–	Sell	-22,478	Closed	-$2.31M	–	2915
2020 Q4	$2.31M	Buy	+22,478	New	+$2.27M	0.01%	855

Other funds holding FXF

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Cambridge Investment Research Advisors's FXF Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 5.3% in Q1 2026, buying an estimated $54.9K and bringing the position to 9,645 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Cambridge Investment Research Advisors first reported a position in FXF in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.31M in Q4 2020. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

Cambridge Investment Research Advisors held 9,645 shares of Invesco CurrencyShares Swiss Franc Trust worth $1.06M as of Q1 2026.
Cambridge Investment Research Advisors bought 487 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2026, an estimated $54.9K.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2122 holding.
Cambridge Investment Research Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2020 and has held it in 5 quarters since.
Cambridge Investment Research Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $2.31M in Q4 2020.
94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.