James Investment Research’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

James Investment Research’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	$273K	Sell	2,500 -3,911	-61%	-$437K	0.03%	319
2026 Q1	$708K	Sell	6,411 -180	-3%	-$20.3K	0.08%	213
2025 Q4	$736K	Sell	6,591 -346	-5%	-$38.3K	0.08%	199
2025 Q3	$772K	Sell	6,937 -379	-5%	-$42K	0.08%	189
2025 Q2	$818K	Buy	+7,316	New	+$786K	0.1%	164

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

James Investment Research's FXF Position: Q2 2026 in Review

James Investment Research reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 61% in Q2 2026, selling an estimated $437K and leaving 2,500 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #319.

James Investment Research first reported a position in FXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $818K in Q2 2025. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

James Investment Research held 2,500 shares of Invesco CurrencyShares Swiss Franc Trust worth $273K as of Q2 2026.
James Investment Research sold 3,911 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $437K.
Invesco CurrencyShares Swiss Franc Trust made up 0.03% of James Investment Research's portfolio in Q2 2026, its #319 holding.
James Investment Research first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and has held it in 5 quarters since.
James Investment Research's Invesco CurrencyShares Swiss Franc Trust position peaked at $818K in Q2 2025.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.