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NewSquare Capital’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

NewSquare Capital’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 		$2.14M Buy
19,585
+1,052
+6% +$117K 0.16% 121
2026
Q1 		$2.05M Buy
18,533
+808
+5% +$91.2K 0.18% 119
2025
Q4 		$1.98M Sell
17,725
-1,832
-9% -$203K 0.17% 107
2025
Q3 		$2.18M Buy
19,557
+1,434
+8% +$159K 0.15% 107
2025
Q2 		$2.03M Buy
18,123
+103
+0.6% +$11.1K 0.15% 104
2025
Q1 		$1.81M Sell
18,020
-445
-2% -$44K 0.15% 107
2024
Q4 		$1.81M Buy
18,465
+876
+5% +$88.7K 0.14% 108
2024
Q3 		$1.85M Buy
17,589
+178
+1% +$18.3K 0.15% 108
2024
Q2 		$1.72M Buy
17,411
+196
+1% +$19.3K 0.15% 105
2024
Q1 		$1.7M Buy
17,215
+771
+5% +$78.5K 0.15% 104
2023
Q4 		$1.74M Buy
16,444
+559
+4% +$56.1K 0.17% 108
2023
Q3 		$1.54M Buy
15,885
+402
+3% +$40.5K 0.16% 107
2023
Q2 		$1.54M Buy
15,483
+723
+5% +$71.7K 0.16% 112
2023
Q1 		$1.44M Sell
14,760
-55
-0.4% -$5.3K 0.17% 114
2022
Q4 		$1.43M Buy
+14,815
New +$1.37M 0.18% 109
2022
Q3 		– Sell
-1
Closed – – 444
2022
Q2 		$0 Hold
1
– – ﹤0.01% 387
2022
Q1 		$0 Hold
1
– – ﹤0.01% 413
2021
Q4 		$0 Hold
1
– – ﹤0.01% 373
2021
Q3 		$0 Hold
1
– – ﹤0.01% 364
2021
Q2 		$0 Sell
1
-13,470
-100% -$1.34M ﹤0.01% 355
2021
Q1 		$1.29M Buy
13,471
+4,630
+52% +$465K 0.17% 109
2020
Q4 		$910K Buy
8,841
+1,471
+20% +$149K 0.13% 118
2020
Q3 		$731K Buy
+7,370
New +$734K 0.12% 110
2020
Q2 		– Sell
-4,675
Closed -$446K – 399
2020
Q1 		$446K Buy
+4,675
New +$445K 0.08% 116
2015
Q3 		– Sell
-135
Closed -$14K – 327
2015
Q2 		$14K Buy
135
+120
+800% +$12.4K ﹤0.01% 225
2015
Q1 		$2K Sell
15
-105
-88% -$10.7K ﹤0.01% 273
2014
Q4 		$12K Hold
120
– – ﹤0.01% 230
2014
Q3 		$12K Hold
120
– – ﹤0.01% 237
2014
Q2 		$13K Buy
120
+50
+71% +$5.5K ﹤0.01% 209
2014
Q1 		$8K Buy
+70
New +$7.68K ﹤0.01% 209

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

NewSquare Capital's FXF Position: Q2 2026 in Review

NewSquare Capital increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 5.7% in Q2 2026, buying an estimated $117K and bringing the position to 19,585 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #121.

NewSquare Capital first reported a position in FXF in Q1 2014 and has held it in 30 quarters since. The position peaked at $2.18M in Q3 2025. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • NewSquare Capital held 19,585 shares of Invesco CurrencyShares Swiss Franc Trust worth $2.14M as of Q2 2026.
  • NewSquare Capital bought 1,052 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $117K.
  • Invesco CurrencyShares Swiss Franc Trust made up 0.16% of NewSquare Capital's portfolio in Q2 2026, its #121 holding.
  • NewSquare Capital first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2014 and has held it in 30 quarters since.
  • NewSquare Capital's Invesco CurrencyShares Swiss Franc Trust position peaked at $2.18M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.