Mather Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Mather Group’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	$442	Buy	+4	New	+$451	﹤0.01%	1810

Other funds holding FXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Mather Group's FXF Position: Q1 2026 in Review

Mather Group opened a new position in Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2026: 4 shares worth $442. The stake represents ﹤0.01% of the portfolio and ranks #1810 among its holdings.

94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

Mather Group held 4 shares of Invesco CurrencyShares Swiss Franc Trust worth $442 as of Q1 2026.
Invesco CurrencyShares Swiss Franc Trust was a new Mather Group position in Q1 2026.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1810 holding.
94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.