Key Financial Inc’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Key Financial Inc’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 Q3	$126K	Hold	1,200	–	–	0.02%	379
2026 Q2	$131K	Hold	1,200	–	–	0.02%	377
2026 Q1	$132K	Hold	1,200	–	–	0.02%	360
2025 Q4	$134K	Hold	1,200	–	–	0.02%	347
2025 Q3	$133K	Hold	1,200	–	–	0.02%	350
2025 Q2	$134K	Hold	1,200	–	–	0.03%	336
2025 Q1	$120K	Hold	1,200	–	–	0.03%	330
2024 Q4	$117K	Hold	1,200	–	–	0.03%	326
2024 Q3	$126K	Hold	1,200	–	–	0.03%	316
2024 Q2	$119K	Hold	1,200	–	–	0.03%	308
2024 Q1	$118K	Hold	1,200	–	–	0.03%	290
2023 Q4	$127K	Hold	1,200	–	–	0.03%	264
2023 Q3	$117K	Hold	1,200	–	–	0.04%	263
2023 Q2	$119K	Hold	1,200	–	–	0.04%	264
2023 Q1	$117K	Hold	1,200	–	–	0.04%	260
2022 Q4	$109K	Hold	1,200	–	–	0.05%	233
2022 Q3	$109K	Hold	1,200	–	–	0.05%	236
2022 Q2	$112K	Hold	1,200	–	–	0.06%	221
2022 Q1	$117K	Hold	1,200	–	–	0.06%	227
2021 Q4	$119K	Hold	1,200	–	–	0.06%	206
2021 Q3	$116K	Hold	1,200	–	–	0.07%	199
2021 Q2	$120K	Buy	+1,200	New	+$120K	0.07%	202

Other funds holding FXF

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Fiduciary Family Office Boca Raton, Florida $447M AUM 27.16% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Carret Asset Management New York $1.14B AUM 25.06% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Key Financial Inc's FXF Position: Q3 2026 in Review

Key Financial Inc held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q3 2026 at 1,200 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #379.

Key Financial Inc first reported a position in FXF in Q2 2021 and has held it in 22 quarters since. The position peaked at $134K in Q2 2025. 33 funds tracked by Wall St. Rank hold FXF as of Q3 2026.

Key Financial Inc held 1,200 shares of Invesco CurrencyShares Swiss Franc Trust worth $126K as of Q3 2026.
Key Financial Inc left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q3 2026.
Invesco CurrencyShares Swiss Franc Trust made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #379 holding.
Key Financial Inc first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's Invesco CurrencyShares Swiss Franc Trust position peaked at $134K in Q2 2025.
33 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.