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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
Q2 		– Sell
-4
Closed -$442 – 1937
2026
Q1 		$442 Buy
+4
New +$451 ﹤0.01% 1810

Other funds holding FXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group's FXF Position: Q2 2026 in Review

Mather Group sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2026, closing a stake of 4 shares — an estimated $442 sold.

Mather Group first reported a position in FXF in Q1 2026 and held it in 1 quarter. The position peaked at $442 in Q1 2026. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • Mather Group reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2026 after selling out during the quarter.
  • Mather Group sold 4 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $442.
  • Mather Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2026 and held it in 1 quarter.
  • Mather Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $442 in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.