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

North 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 		$288K Hold
2,638
– – 0.22% 75
2026
Q1 		$291K Buy
+2,638
New +$298K 0.25% 63
2025
Q4 		– Sell
-1,349
Closed -$150K – 330
2025
Q3 		$150K Buy
+1,349
New +$149K 0.12% 109

Other funds holding FXF

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

North Capital's FXF Position: Q2 2026 in Review

North Capital held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q2 2026 at 2,638 shares worth $288K. The position accounts for 0.22% of the portfolio, ranked #75.

North Capital first reported a position in FXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $291K in Q1 2026. 12 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • North Capital held 2,638 shares of Invesco CurrencyShares Swiss Franc Trust worth $288K as of Q2 2026.
  • North Capital left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q2 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up 0.22% of North Capital's portfolio in Q2 2026, its #75 holding.
  • North Capital first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2025 and has held it in 3 quarters since.
  • North Capital's Invesco CurrencyShares Swiss Franc Trust position peaked at $291K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.