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

Mutual 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
2025
Q2 		– Sell
-2,485
Closed -$266K – 1184
2025
Q1 		$266K Buy
+2,485
New +$246K 0.01% 931

Other funds holding FXF

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $546M AUM 31.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mutual Advisors's FXF Position: Q2 2025 in Review

Mutual Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2025, closing a stake of 2,485 shares — an estimated $266K sold.

Mutual Advisors first reported a position in FXF in Q1 2025 and held it in 1 quarter. The position peaked at $266K in Q1 2025. 78 funds tracked by Wall St. Rank hold FXF as of Q2 2025.

  • Mutual Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2025 after selling out during the quarter.
  • Mutual Advisors sold 2,485 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2025, an estimated $266K.
  • Mutual Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2025 and held it in 1 quarter.
  • Mutual Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $266K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2025.

Based on Mutual Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.