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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
Q2 		$218K Hold
2,000
– – 0.05% 169
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 $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
HighTower Advisors
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carr Financial Group's FXF Position: Q2 2026 in Review

Carr Financial Group held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q2 2026 at 2,000 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #169.

Carr Financial Group first reported a position in FXF in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • Carr Financial Group held 2,000 shares of Invesco CurrencyShares Swiss Franc Trust worth $218K as of Q2 2026.
  • Carr Financial Group left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q2 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up 0.05% of Carr Financial Group's portfolio in Q2 2026, its #169 holding.
  • Carr Financial Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2025 and has held it in 3 quarters since.
  • Carr Financial Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $223K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.