DWM
FXF icon

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

Dakota 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
Q1 		– Sell
-1,850
Closed -$206K – 794
2025
Q4 		$206K Buy
+1,850
New +$205K ﹤0.01% 742

Other funds holding FXF

Morgan Stanley
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
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Dakota Wealth Management's FXF Position: Q1 2026 in Review

Dakota Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2026, closing a stake of 1,850 shares — an estimated $206K sold.

Dakota Wealth Management first reported a position in FXF in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

  • Dakota Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 1,850 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2026, an estimated $206K.
  • Dakota Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2025 and held it in 1 quarter.
  • Dakota Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $206K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.