MML Investors Services
FXF icon

MML Investors Services’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

MML Investors Services’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 		$266K Sell
2,442
-70
-3% -$7.82K ﹤0.01% 2904
2026
Q1 		$277K Buy
2,512
+90
+4% +$10.2K ﹤0.01% 2610
2025
Q4 		$270K Sell
2,422
-209
-8% -$23.1K ﹤0.01% 2698
2025
Q3 		$293K Buy
+2,631
New +$291K ﹤0.01% 2540

Other funds holding FXF

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFO
Fiduciary Family Office Boca Raton, Florida $400M AUM 34.3% 1-Year Est. Return
RCG
Ridge Creek Global Strongsville, Ohio $129M AUM
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

MML Investors Services's FXF Position: Q2 2026 in Review

MML Investors Services reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 2.8% in Q2 2026, selling an estimated $7.82K and leaving 2,442 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

MML Investors Services first reported a position in FXF in Q3 2025 and has held it in 4 quarters since. The position peaked at $293K in Q3 2025. 55 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • MML Investors Services held 2,442 shares of Invesco CurrencyShares Swiss Franc Trust worth $266K as of Q2 2026.
  • MML Investors Services sold 70 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $7.82K.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2904 holding.
  • MML Investors Services first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2025 and has held it in 4 quarters since.
  • MML Investors Services's Invesco CurrencyShares Swiss Franc Trust position peaked at $293K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.