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

Integrated Wealth Concepts’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	$21.8K	Buy	+200	New	+$22.3K	﹤0.01%	4014

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

Integrated Wealth Concepts's FXF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2026: 200 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #4014 among its holdings.

88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Integrated Wealth Concepts held 200 shares of Invesco CurrencyShares Swiss Franc Trust worth $21.8K as of Q2 2026.
Invesco CurrencyShares Swiss Franc Trust was a new Integrated Wealth Concepts position in Q2 2026.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4014 holding.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

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