Focus Partners Wealth’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Focus Partners Wealth’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	$470K	Buy	4,312 +920	+27%	+$103K	﹤0.01%	1993
2026 Q1	$375K	Hold	3,392	–	–	﹤0.01%	2070
2025 Q4	$379K	Sell	3,392 -1,715	-34%	-$190K	﹤0.01%	2089
2025 Q3	$568K	Sell	5,107 -13,284	-72%	-$1.47M	﹤0.01%	1561
2025 Q2	$2.06M	Sell	18,391 -1,038	-5%	-$111K	﹤0.01%	897
2025 Q1	$1.95M	Sell	19,429 -421	-2%	-$41.6K	﹤0.01%	852
2024 Q4	$1.94M	Hold	19,850	–	–	0.01%	841
2024 Q3	$2.09M	Sell	19,850 -203	-1%	-$20.9K	0.01%	762
2024 Q2	$1.99M	Buy	+20,053	New	+$1.97M	0.01%	656

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

Focus Partners Wealth's FXF Position: Q2 2026 in Review

Focus Partners Wealth increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 27% in Q2 2026, buying an estimated $103K and bringing the position to 4,312 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Focus Partners Wealth first reported a position in FXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q3 2024. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Focus Partners Wealth held 4,312 shares of Invesco CurrencyShares Swiss Franc Trust worth $470K as of Q2 2026.
Focus Partners Wealth bought 920 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $103K.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1993 holding.
Focus Partners Wealth first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Invesco CurrencyShares Swiss Franc Trust position peaked at $2.09M in Q3 2024.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.