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Cutler Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Cutler Group’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
2016
Q3 		– Sell
-3,000
Closed -$1K – 6894
2016
Q2 		$1K Buy
+3,000
New +$297K ﹤0.01% 6061

Other funds holding FXF

Susquehanna International Group
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
InterOcean Capital Group
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Cutler Group's FXF Position: Q1 2024 in Review

Cutler Group sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2024, closing a stake of 100 shares — an estimated $10K sold.

Cutler Group first reported a position in FXF in Q2 2016 and held it in 11 quarters. The position peaked at $1.18M in Q3 2016. 35 funds tracked by Wall St. Rank hold FXF as of Q1 2024.

  • Cutler Group reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 100 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2024, an estimated $10K.
  • Cutler Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2016 and held it in 11 quarters.
  • Cutler Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $1.18M in Q3 2016.
  • 35 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.