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

Nalls Sherbakoff 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
2025 Q4	$33.5K	Hold	300	–	–	0.02%	238
2025 Q3	$33.4K	Hold	300	–	–	0.02%	243
2025 Q2	$33.5K	Hold	300	–	–	0.02%	239
2025 Q1	$30.1K	Buy	+300	New	+$29.7K	0.02%	219
2023 Q4	$31.7K	Hold	300	–	–	0.03%	199
2023 Q3	$29.2K	Hold	300	–	–	0.03%	197
2023 Q2	$29.3K	Hold	300	–	–	0.03%	198
2023 Q1	$29.2K	Buy	+300	New	+$28.9K	0.03%	203
2018 Q4	$48K	Buy	+505	New	+$47.4K	0.08%	147

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Nalls Sherbakoff Group's FXF Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q4 2025 at 300 shares worth $33.5K. The position accounts for 0.02% of the portfolio, ranked #238.

Nalls Sherbakoff Group first reported a position in FXF in Q4 2018 and has held it in 9 quarters since. The position peaked at $48K in Q4 2018. 81 funds tracked by Wall St. Rank hold FXF as of Q4 2025.

Nalls Sherbakoff Group held 300 shares of Invesco CurrencyShares Swiss Franc Trust worth $33.5K as of Q4 2025.
Nalls Sherbakoff Group left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q4 2025.
Invesco CurrencyShares Swiss Franc Trust made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #238 holding.
Nalls Sherbakoff Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $48K in Q4 2018.
81 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.