MONECO Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

MONECO Advisors’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	-45,974	Closed	-$5.08M	–	605
2026 Q1	$5.08M	Buy	45,974 +161	+0.4%	+$18.2K	0.39%	51
2025 Q4	$5.11M	Buy	45,813 +18,287	+66%	+$2.02M	0.41%	49
2025 Q3	$3.06M	Buy	27,526 +130	+0.5%	+$14.4K	0.26%	86
2025 Q2	$3.06M	Buy	+27,396	New	+$2.94M	0.29%	78

Other funds holding FXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MONECO Advisors's FXF Position: Q2 2026 in Review

MONECO Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2026, closing a stake of 45,974 shares — an estimated $5.08M sold.

MONECO Advisors first reported a position in FXF in Q2 2025 and held it in 4 quarters. The position peaked at $5.11M in Q4 2025. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

MONECO Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2026 after selling out during the quarter.
MONECO Advisors sold 45,974 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $5.08M.
MONECO Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and held it in 4 quarters.
MONECO Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $5.11M in Q4 2025.
87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.