Evergreen Capital Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Evergreen Capital 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 Q2	–	Sell	-2,194	Closed	-$242K	–	1590
2026 Q1	$242K	Hold	2,194	–	–	0.01%	1277
2025 Q4	$245K	Hold	2,194	–	–	0.01%	1176
2025 Q3	$244K	Buy	2,194 +360	+20%	+$39.9K	0.01%	1119
2025 Q2	$205K	Buy	+1,834	New	+$197K	0.01%	1026
2023 Q2	–	Sell	-91,869	Closed	-$8.95M	–	817
2023 Q1	$8.95M	Sell	91,869 -4,643	-5%	-$447K	0.4%	71
2022 Q4	$9.31M	Sell	96,512 -1,409	-1%	-$131K	0.44%	68
2022 Q3	$8.86M	Sell	97,921 -1,987	-2%	-$184K	0.46%	56
2022 Q2	$9.37M	Buy	99,908 +4,802	+5%	+$446K	0.49%	59
2022 Q1	$9.25M	Buy	+95,106	New	+$9.26M	0.38%	79

Other funds holding FXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evergreen Capital Management's FXF Position: Q2 2026 in Review

Evergreen Capital Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2026, closing a stake of 2,194 shares — an estimated $242K sold.

Evergreen Capital Management first reported a position in FXF in Q1 2022 and held it in 9 quarters. The position peaked at $9.37M in Q2 2022. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Evergreen Capital Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2026 after selling out during the quarter.
Evergreen Capital Management sold 2,194 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $242K.
Evergreen Capital Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2022 and held it in 9 quarters.
Evergreen Capital Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $9.37M in Q2 2022.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.