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

OneDigital Investment 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
Q1 		– Sell
-2,398
Closed -$235K – 1443
2024
Q4 		$235K Buy
+2,398
New +$243K ﹤0.01% 1252

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OneDigital Investment Advisors's FXF Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2025, closing a stake of 2,398 shares — an estimated $235K sold.

OneDigital Investment Advisors first reported a position in FXF in Q4 2024 and held it in 1 quarter. The position peaked at $235K in Q4 2024. 39 funds tracked by Wall St. Rank hold FXF as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,398 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2025, an estimated $235K.
  • OneDigital Investment Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $235K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.