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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-10
Closed -$979 796
2024
Q4
$979 Hold
10
﹤0.01% 2103
2024
Q3
$1.05K Buy
+10
New +$1.03K ﹤0.01% 2063

Other funds holding FXF

Concourse Financial Group Securities's FXF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2025, closing a stake of 10 shares — an estimated $979 sold.

Concourse Financial Group Securities first reported a position in FXF in Q3 2024 and held it in 2 quarters. The position peaked at $1.05K in Q3 2024. 39 funds tracked by Wall St. Rank hold FXF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 10 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2025, an estimated $979.
  • Concourse Financial Group Securities first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2024 and held it in 2 quarters.
  • Concourse Financial Group Securities's Invesco CurrencyShares Swiss Franc Trust position peaked at $1.05K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.