Cetera Investment Advisers
FXF icon

Cetera Investment Advisers’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Cetera Investment Advisers’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 		$469K Buy
4,303
+44
+1% +$4.91K ﹤0.01% 3762
2026
Q1 		$470K Buy
4,259
+1,461
+52% +$165K ﹤0.01% 3571
2025
Q4 		$312K Buy
2,798
+240
+9% +$26.6K ﹤0.01% 3874
2025
Q3 		$285K Buy
+2,558
New +$283K ﹤0.01% 3870

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

Cetera Investment Advisers's FXF Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 1% in Q2 2026, buying an estimated $4.91K and bringing the position to 4,303 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

Cetera Investment Advisers first reported a position in FXF in Q3 2025 and has held it in 4 quarters since. The position peaked at $470K in Q1 2026. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • Cetera Investment Advisers held 4,303 shares of Invesco CurrencyShares Swiss Franc Trust worth $469K as of Q2 2026.
  • Cetera Investment Advisers bought 44 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $4.91K.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3762 holding.
  • Cetera Investment Advisers first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Invesco CurrencyShares Swiss Franc Trust position peaked at $470K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.