Northwestern Mutual Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	–	Sell	-16	Closed	-$1.79K	–	4261
2025 Q4	$1.79K	Buy	16 +14	+700%	+$1.55K	﹤0.01%	3517
2025 Q3	$222	Buy	+2	New	+$221	﹤0.01%	3688
2017 Q4	–	Sell	-500	Closed	-$49K	–	2361
2017 Q3	$49K	Buy	+500	New	+$49.2K	﹤0.01%	1130
2016 Q1	–	Sell	-479	Closed	-$46K	–	2181
2015 Q4	$46K	Buy	+479	New	+$46.8K	﹤0.01%	807
2014 Q2	–	Sell	-291	Closed	-$32K	–	1300
2014 Q1	$32K	Buy	291 +76	+35%	+$8.34K	﹤0.01%	670
2013 Q4	$24K	Buy	+215	New	+$23.3K	﹤0.01%	749

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Northwestern Mutual Wealth Management's FXF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2026, closing a stake of 16 shares — an estimated $1.79K sold.

Northwestern Mutual Wealth Management first reported a position in FXF in Q4 2013 and held it in 6 quarters. The position peaked at $49K in Q3 2017. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

Northwestern Mutual Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 16 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2026, an estimated $1.79K.
Northwestern Mutual Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2013 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $49K in Q3 2017.
94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.