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Efficient Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Efficient Advisors’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
2025
Q3 		– Sell
-3,762
Closed -$421K – 73
2025
Q2 		$421K Buy
+3,762
New +$404K 0.03% 78

Other funds holding FXF

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Efficient Advisors's FXF Position: Q3 2025 in Review

Efficient Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2025, closing a stake of 3,762 shares — an estimated $421K sold.

Efficient Advisors first reported a position in FXF in Q2 2025 and held it in 1 quarter. The position peaked at $421K in Q2 2025. 77 funds tracked by Wall St. Rank hold FXF as of Q3 2025.

  • Efficient Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2025 after selling out during the quarter.
  • Efficient Advisors sold 3,762 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2025, an estimated $421K.
  • Efficient Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and held it in 1 quarter.
  • Efficient Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $421K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2025.

Based on Efficient Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.