Clearstead Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Clearstead 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 Q2	$320K	Sell	2,933 -211	-7%	-$23.6K	﹤0.01%	907
2026 Q1	$347K	Sell	3,144 -1,038	-25%	-$117K	﹤0.01%	816
2025 Q4	$467K	Sell	4,182 -1,306	-24%	-$145K	0.01%	671
2025 Q3	$610K	Buy	5,488 +4,450	+429%	+$493K	0.01%	571
2025 Q2	$116K	Buy	+1,038	New	+$111K	﹤0.01%	1022

Other funds holding FXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's FXF Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 6.7% in Q2 2026, selling an estimated $23.6K and leaving 2,933 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Clearstead Advisors first reported a position in FXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $610K in Q3 2025. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Clearstead Advisors held 2,933 shares of Invesco CurrencyShares Swiss Franc Trust worth $320K as of Q2 2026.
Clearstead Advisors sold 211 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $23.6K.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #907 holding.
Clearstead Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and has held it in 5 quarters since.
Clearstead Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $610K in Q3 2025.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.