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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.29M Buy
20,707
+6,412
+45% +$723K ﹤0.01% 3373
2025
Q4
$1.6M Buy
14,295
+224
+2% +$24.8K ﹤0.01% 3603
2025
Q3
$1.57M Sell
14,071
-10,982
-44% -$1.22M ﹤0.01% 3554
2025
Q2
$2.8M Buy
25,053
+13,997
+127% +$1.5M ﹤0.01% 2807
2025
Q1
$1.11M Buy
11,056
+8,459
+326% +$836K ﹤0.01% 3466
2024
Q4
$254K Buy
+2,597
New +$263K ﹤0.01% 4658
2024
Q2
Sell
-2,624
Closed -$259K 5071
2024
Q1
$259K Sell
2,624
-7,069
-73% -$720K ﹤0.01% 4323
2023
Q4
$1.03M Buy
9,693
+7,193
+288% +$722K ﹤0.01% 3024
2023
Q3
$243K Sell
2,500
-6,509
-72% -$656K ﹤0.01% 4098
2023
Q2
$896K Sell
9,009
-315
-3% -$31.2K ﹤0.01% 2928
2023
Q1
$908K Sell
9,324
-7,917
-46% -$763K ﹤0.01% 2832
2022
Q4
$1.66M Buy
17,241
+9,320
+118% +$863K ﹤0.01% 2219
2022
Q3
$717K Sell
7,921
-3,504
-31% -$324K ﹤0.01% 2807
2022
Q2
$1.07M Sell
11,425
-3,532
-24% -$328K ﹤0.01% 2534
2022
Q1
$1.45M Buy
14,957
+3,680
+33% +$358K ﹤0.01% 2305
2021
Q4
$1.11M Buy
11,277
+2,071
+22% +$203K ﹤0.01% 2561
2021
Q3
$892K Sell
9,206
-962
-9% -$94.8K ﹤0.01% 2708
2021
Q2
$995K Buy
10,168
+1,082
+12% +$108K ﹤0.01% 2570
2021
Q1
$873K Sell
9,086
-21,868
-71% -$2.2M ﹤0.01% 2516
2020
Q4
$3.19M Buy
30,954
+21,978
+245% +$2.22M ﹤0.01% 1380
2020
Q3
$890K Buy
8,976
+4,998
+126% +$498K ﹤0.01% 2033
2020
Q2
$385K Buy
3,978
+550
+16% +$52.4K ﹤0.01% 2634
2020
Q1
$327K Sell
3,428
-821
-19% -$78.1K ﹤0.01% 2429
2019
Q4
$404K Sell
4,249
-6,100
-59% -$569K ﹤0.01% 2543
2019
Q3
$959K Buy
10,349
+950
+10% +$89.2K ﹤0.01% 1781
2019
Q2
$892K Buy
9,399
+2,400
+34% +$222K ﹤0.01% 1810
2019
Q1
$654K Sell
6,999
-372
-5% -$34.8K ﹤0.01% 1983
2018
Q4
$699K Sell
7,371
-509
-6% -$47.7K ﹤0.01% 1776
2018
Q3
$751K Sell
7,880
-222
-3% -$21.1K ﹤0.01% 1899
2018
Q2
$768K Sell
8,102
-155
-2% -$14.8K ﹤0.01% 1835
2018
Q1
$812K Sell
8,257
-419
-5% -$41.6K ﹤0.01% 1765
2017
Q4
$840K Buy
8,676
+209
+2% +$20K ﹤0.01% 1658
2017
Q3
$827K Sell
8,467
-260
-3% -$25.6K ﹤0.01% 1570
2017
Q2
$864K Buy
8,727
+2,385
+38% +$230K ﹤0.01% 1468
2017
Q1
$603K Sell
6,342
-90
-1% -$8.55K ﹤0.01% 1640
2016
Q4
$597K Sell
6,432
-212
-3% -$20.2K ﹤0.01% 1586
2016
Q3
$649K Sell
6,644
-22,042
-77% -$2.17M 0.01% 1501
2016
Q2
$2.82M Sell
28,686
-32,490
-53% -$3.22M 0.02% 587
2016
Q1
$6.16M Sell
61,176
-9,416
-13% -$915K 0.02% 621
2015
Q4
$6.75M Buy
70,592
+32,203
+84% +$3.15M 0.02% 584
2015
Q3
$3.81M Buy
38,389
+30,825
+408% +$3.1M 0.02% 556
2015
Q2
$780K Buy
7,564
+263
+4% +$27.2K ﹤0.01% 1549
2015
Q1
$736K Sell
7,301
-3,099
-30% -$317K ﹤0.01% 1571
2014
Q4
$1.02M Sell
10,400
-1,181
-10% -$120K 0.01% 1289
2014
Q3
$1.18M Sell
11,581
-106
-0.9% -$11.3K 0.01% 1163
2014
Q2
$1.29M Sell
11,687
-58,869
-83% -$6.48M 0.01% 1156
2014
Q1
$7.81M Sell
70,556
-10,489
-13% -$1.15M 0.05% 317
2013
Q4
$8.9M Sell
81,045
-25,898
-24% -$2.81M 0.06% 285
2013
Q3
$11.5M Buy
106,943
+94,898
+788% +$10M 0.08% 232
2013
Q2
$1.25M Buy
+12,045
New +$1.26M 0.01% 977

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