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Lunt Capital Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Lunt Capital Management’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
2024
Q1 		– Sell
-2,202
Closed -$233K – 90
2023
Q4 		$233K Buy
2,202
+13
+0.6% +$1.3K 0.12% 79
2023
Q3 		$213K Buy
2,189
+9
+0.4% +$907 0.11% 71
2023
Q2 		$217K Buy
+2,180
New +$216K 0.12% 75

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CIBC World Market
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Morgan Stanley
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Lunt Capital Management's FXF Position: Q1 2024 in Review

Lunt Capital Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2024, closing a stake of 2,202 shares — an estimated $233K sold.

Lunt Capital Management first reported a position in FXF in Q2 2023 and held it in 3 quarters. The position peaked at $233K in Q4 2023. 35 funds tracked by Wall St. Rank hold FXF as of Q1 2024.

  • Lunt Capital Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2024 after selling out during the quarter.
  • Lunt Capital Management sold 2,202 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2024, an estimated $233K.
  • Lunt Capital Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2023 and held it in 3 quarters.
  • Lunt Capital Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $233K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2024.

Based on Lunt Capital Management's 13F filing for Q1 2024, filed 23 Apr 2024.