Haven Private’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Haven Private’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	$293K	Sell	2,684 -4,094	-60%	-$457K	0.11%	142
2026 Q1	$748K	Sell	6,778 -762	-10%	-$86K	0.33%	70
2025 Q4	$841K	Sell	7,540 -725	-9%	-$80.3K	0.37%	61
2025 Q3	$919K	Buy	8,265 +7	+0.1%	+$775	0.41%	55
2025 Q2	$923K	Buy	+8,258	New	+$887K	0.41%	57

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

Haven Private's FXF Position: Q2 2026 in Review

Haven Private reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 60% in Q2 2026, selling an estimated $457K and leaving 2,684 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #142.

Haven Private first reported a position in FXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $923K in Q2 2025. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Haven Private held 2,684 shares of Invesco CurrencyShares Swiss Franc Trust worth $293K as of Q2 2026.
Haven Private sold 4,094 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $457K.
Invesco CurrencyShares Swiss Franc Trust made up 0.11% of Haven Private's portfolio in Q2 2026, its #142 holding.
Haven Private first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and has held it in 5 quarters since.
Haven Private's Invesco CurrencyShares Swiss Franc Trust position peaked at $923K in Q2 2025.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.