Creative Planning’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Creative Planning’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	$445K	Sell	4,084 -153	-4%	-$17.1K	﹤0.01%	3277
2026 Q1	$468K	Buy	4,237 +144	+4%	+$16.2K	﹤0.01%	3081
2025 Q4	$457K	Sell	4,093 -1,598	-28%	-$177K	﹤0.01%	2923
2025 Q3	$633K	Buy	5,691 +504	+10%	+$55.8K	﹤0.01%	2524
2025 Q2	$580K	Buy	+5,187	New	+$557K	﹤0.01%	2327
2016 Q1	–	Sell	-54	Closed	-$5K	–	4393
2015 Q4	$5K	Buy	+54	New	+$5.28K	﹤0.01%	3665
2014 Q3	–	Sell	-100	Closed	-$11K	–	4058
2014 Q2	$11K	Buy	+100	New	+$11K	﹤0.01%	2818

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

Creative Planning's FXF Position: Q2 2026 in Review

Creative Planning reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 3.6% in Q2 2026, selling an estimated $17.1K and leaving 4,084 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

Creative Planning first reported a position in FXF in Q2 2014 and has held it in 7 quarters since. The position peaked at $633K in Q3 2025. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Creative Planning held 4,084 shares of Invesco CurrencyShares Swiss Franc Trust worth $445K as of Q2 2026.
Creative Planning sold 153 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $17.1K.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3277 holding.
Creative Planning first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2014 and has held it in 7 quarters since.
Creative Planning's Invesco CurrencyShares Swiss Franc Trust position peaked at $633K in Q3 2025.
87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.