Dakota Wealth Management
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
Q3 		– Sell
-2,058
Closed -$224K – 776
2026
Q2 		$224K Buy
+2,058
New +$230K ﹤0.01% 733
2026
Q1 		– Sell
-1,850
Closed -$206K – 794
2025
Q4 		$206K Buy
+1,850
New +$205K ﹤0.01% 742

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Dakota Wealth Management's FXF Position: Q3 2026 in Review

Dakota Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2026, closing a stake of 2,058 shares — an estimated $224K sold.

Dakota Wealth Management first reported a position in FXF in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q2 2026. 49 funds tracked by Wall St. Rank hold FXF as of Q3 2026.

  • Dakota Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 2,058 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2026, an estimated $224K.
  • Dakota Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2025 and held it in 2 quarters.
  • Dakota Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $224K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.