Hamilton Wealth
FXF icon

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

Hamilton 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
2025
Q3 		– Sell
-61,780
Closed -$6.91M – 122
2025
Q2 		$6.91M Buy
+61,780
New +$6.64M 1.54% 21
2019
Q1 		– Sell
-15,343
Closed -$1.46M – 50
2018
Q4 		$1.46M Buy
+15,343
New +$1.44M 1.43% 22

Other funds holding FXF

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Hamilton Wealth's FXF Position: Q3 2025 in Review

Hamilton Wealth sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2025, closing a stake of 61,780 shares — an estimated $6.91M sold.

Hamilton Wealth first reported a position in FXF in Q4 2018 and held it in 2 quarters. The position peaked at $6.91M in Q2 2025. 77 funds tracked by Wall St. Rank hold FXF as of Q3 2025.

  • Hamilton Wealth reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2025 after selling out during the quarter.
  • Hamilton Wealth sold 61,780 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2025, an estimated $6.91M.
  • Hamilton Wealth first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2018 and held it in 2 quarters.
  • Hamilton Wealth's Invesco CurrencyShares Swiss Franc Trust position peaked at $6.91M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2025.

Based on Hamilton Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.