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 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 $1.66T AUM 25.57% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Creative Planning's FXF Position: Q1 2026 in Review

Creative Planning increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 3.5% in Q1 2026, buying an estimated $16.2K and bringing the position to 4,237 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Creative Planning first reported a position in FXF in Q2 2014 and has held it in 6 quarters since. The position peaked at $633K in Q3 2025. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

Creative Planning held 4,237 shares of Invesco CurrencyShares Swiss Franc Trust worth $468K as of Q1 2026.
Creative Planning bought 144 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2026, an estimated $16.2K.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3081 holding.
Creative Planning first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2014 and has held it in 6 quarters since.
Creative Planning's Invesco CurrencyShares Swiss Franc Trust position peaked at $633K in Q3 2025.
94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.