Cornerstone Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Cornerstone Wealth Management’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	$1.45M	Buy	13,294 +1,954	+17%	+$218K	0.06%	266
2026 Q1	$1.25M	Buy	11,340 +8,837	+353%	+$997K	0.06%	270
2025 Q4	$279K	Buy	+2,503	New	+$277K	0.01%	568
2022 Q3	$299K	Sell	3,310 -4	-0.1%	-$370	0.03%	349
2022 Q2	$311K	Buy	+3,314	New	+$308K	0.03%	350

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

Cornerstone Wealth Management's FXF Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 17% in Q2 2026, buying an estimated $218K and bringing the position to 13,294 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #266.

Cornerstone Wealth Management first reported a position in FXF in Q2 2022 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Cornerstone Wealth Management held 13,294 shares of Invesco CurrencyShares Swiss Franc Trust worth $1.45M as of Q2 2026.
Cornerstone Wealth Management bought 1,954 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $218K.
Invesco CurrencyShares Swiss Franc Trust made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #266 holding.
Cornerstone Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2022 and has held it in 5 quarters since.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.