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

IFP 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
2026
Q2 		$10.9K Hold
100
– – ﹤0.01% 3343
2026
Q1 		$11K Hold
100
– – ﹤0.01% 3100
2025
Q4 		$11.2K Hold
100
– – ﹤0.01% 3003
2025
Q3 		$11.1K Buy
+100
New +$11.1K ﹤0.01% 2851
2023
Q4 		– Sell
-48
Closed -$4.67K – 3161
2023
Q3 		$4.67K Hold
48
– – ﹤0.01% 2530
2023
Q2 		$4.77K Sell
48
-45
-48% -$4.46K ﹤0.01% 2564
2023
Q1 		$8.84K Sell
93
-1,125
-92% -$108K ﹤0.01% 2342
2022
Q4 		$119K Buy
1,218
+696
+133% +$64.5K ﹤0.01% 1650
2022
Q3 		$51K Buy
522
+271
+108% +$25.1K ﹤0.01% 2352
2022
Q2 		$24K Hold
251
– – ﹤0.01% 2693
2022
Q1 		$24K Buy
+251
New +$24.4K ﹤0.01% 2693
2021
Q1 		– Sell
-197
Closed -$19.8K – 3078
2020
Q4 		$21K Buy
+197
New +$19.9K ﹤0.01% 1774
2017
Q4 		– Sell
-1,104
Closed -$108K – 3907
2017
Q3 		$108K Hold
1,104
– – ﹤0.01% 1504
2017
Q2 		$109K Hold
1,104
– – ﹤0.01% 1485
2017
Q1 		$105K Hold
1,104
– – ﹤0.01% 1466
2016
Q4 		$103K Buy
1,104
+44
+4% +$4.2K 0.01% 1430
2016
Q3 		$104K Sell
1,060
-183
-15% -$18K 0.01% 1335
2016
Q2 		$122K Buy
+1,243
New +$123K 0.01% 1226
2016
Q1 		– Sell
-1,243
Closed -$120K – 2752
2015
Q4 		$120K Buy
+1,243
New +$121K 0.01% 1074

Other funds holding FXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
HighTower Advisors
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFP Advisors's FXF Position: Q2 2026 in Review

IFP Advisors held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q2 2026 at 100 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3343.

IFP Advisors first reported a position in FXF in Q4 2015 and has held it in 19 quarters since. The position peaked at $122K in Q2 2016. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • IFP Advisors held 100 shares of Invesco CurrencyShares Swiss Franc Trust worth $10.9K as of Q2 2026.
  • IFP Advisors left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q2 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3343 holding.
  • IFP Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2015 and has held it in 19 quarters since.
  • IFP Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $122K in Q2 2016.
  • 88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.