Kestra Advisory Services’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-333	Closed	-$37.2K	–	3602
2025 Q4	$37.2K	Buy	+333	New	+$36.9K	﹤0.01%	4152

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HCM

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SPIA

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CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.64B AUM 25.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Kestra Advisory Services's FXF Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2026, closing a stake of 333 shares — an estimated $37.2K sold.

Kestra Advisory Services first reported a position in FXF in Q4 2025 and held it in 1 quarter. The position peaked at $37.2K in Q4 2025. 95 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

Kestra Advisory Services reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 333 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2026, an estimated $37.2K.
Kestra Advisory Services first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Invesco CurrencyShares Swiss Franc Trust position peaked at $37.2K in Q4 2025.
95 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.