CFG
FXF icon

Carr Financial Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Carr Financial Group’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 		$221K Hold
2,000
– – 0.06% 163
2025
Q4 		$223K Buy
+2,000
New +$221K 0.06% 167

Other funds holding FXF

Morgan Stanley
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
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Carr Financial Group's FXF Position: Q1 2026 in Review

Carr Financial Group held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q1 2026 at 2,000 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #163.

Carr Financial Group first reported a position in FXF in Q4 2025 and has held it in 2 quarters since. The position peaked at $223K in Q4 2025. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

  • Carr Financial Group held 2,000 shares of Invesco CurrencyShares Swiss Franc Trust worth $221K as of Q1 2026.
  • Carr Financial Group left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q1 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up 0.06% of Carr Financial Group's portfolio in Q1 2026, its #163 holding.
  • Carr Financial Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2025 and has held it in 2 quarters since.
  • Carr Financial Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $223K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.