Oxford Financial Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Oxford Financial 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 Q1	–	Sell	-2,950	Closed	-$289K	–	276
2024 Q4	$289K	Hold	2,950	–	–	0.02%	208
2024 Q3	$310K	Hold	2,950	–	–	0.02%	199
2024 Q2	$292K	Hold	2,950	–	–	0.02%	220
2024 Q1	$291K	Hold	2,950	–	–	0.02%	188
2023 Q4	$312K	Hold	2,950	–	–	0.02%	181
2023 Q3	$287K	Hold	2,950	–	–	0.02%	175
2023 Q2	$293K	Hold	2,950	–	–	0.03%	179
2023 Q1	$287K	Hold	2,950	–	–	0.03%	156
2022 Q4	$285K	Hold	2,950	–	–	0.03%	162
2022 Q3	$267K	Hold	2,950	–	–	0.04%	146
2022 Q2	$277K	Buy	+2,950	New	+$274K	0.04%	157

Other funds holding FXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Oxford Financial Group's FXF Position: Q1 2025 in Review

Oxford Financial Group sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2025, closing a stake of 2,950 shares — an estimated $289K sold.

Oxford Financial Group first reported a position in FXF in Q2 2022 and held it in 11 quarters. The position peaked at $312K in Q4 2023. 39 funds tracked by Wall St. Rank hold FXF as of Q1 2025.

Oxford Financial Group reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 2,950 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2025, an estimated $289K.
Oxford Financial Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2022 and held it in 11 quarters.
Oxford Financial Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $312K in Q4 2023.
39 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.