Carson Wealth (CWM LLC)
FXF icon

Carson Wealth (CWM LLC)’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Carson Wealth (CWM LLC)’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 		$14.4K Hold
130
– – ﹤0.01% 4620
2025
Q4 		$15K Hold
130
– – ﹤0.01% 4326
2025
Q3 		$14K Buy
130
+80
+160% +$8.86K ﹤0.01% 4311
2025
Q2 		$6K Hold
50
– – ﹤0.01% 4535
2025
Q1 		$5K Hold
50
– – ﹤0.01% 4450
2024
Q4 		$5K Hold
50
– – ﹤0.01% 4200
2024
Q3 		$5K Hold
50
– – ﹤0.01% 4099
2024
Q2 		$5K Hold
50
– – ﹤0.01% 3862
2024
Q1 		$5K Hold
50
– – ﹤0.01% 3655
2023
Q4 		$5K Hold
50
– – ﹤0.01% 3506
2023
Q3 		$5K Sell
50
-85
-63% -$8.56K ﹤0.01% 3451
2023
Q2 		$13K Buy
+135
New +$13.4K ﹤0.01% 2917

Other funds holding FXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FXF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q1 2026 at 130 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4620.

Carson Wealth (CWM LLC) first reported a position in FXF in Q2 2023 and has held it in 12 quarters since. The position peaked at $15K in Q4 2025. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 130 shares of Invesco CurrencyShares Swiss Franc Trust worth $14.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q1 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4620 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco CurrencyShares Swiss Franc Trust position peaked at $15K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.