Pekin Hardy Strauss’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Pekin Hardy Strauss’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 Q3	$833K	Sell	7,900 -525	-6%	-$56.9K	0.07%	233
2026 Q2	$919K	Sell	8,425 -315	-4%	-$35.2K	0.08%	236
2026 Q1	$965K	Sell	8,740 -1,500	-15%	-$169K	0.1%	210
2025 Q4	$1.14M	Buy	10,240 +4,150	+68%	+$459K	0.11%	184
2025 Q3	$677K	Buy	6,090 +500	+9%	+$55.4K	0.07%	225
2025 Q2	$625K	Buy	+5,590	New	+$600K	0.07%	220

Other funds holding FXF

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fiduciary Family Office Boca Raton, Florida $447M AUM 27.16% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Pekin Hardy Strauss's FXF Position: Q3 2026 in Review

Pekin Hardy Strauss reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 6.2% in Q3 2026, selling an estimated $56.9K and leaving 7,900 shares worth $833K. The position accounts for 0.07% of the portfolio, ranked #233.

Pekin Hardy Strauss first reported a position in FXF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2025. 40 funds tracked by Wall St. Rank hold FXF as of Q3 2026.

Pekin Hardy Strauss held 7,900 shares of Invesco CurrencyShares Swiss Franc Trust worth $833K as of Q3 2026.
Pekin Hardy Strauss sold 525 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2026, an estimated $56.9K.
Invesco CurrencyShares Swiss Franc Trust made up 0.07% of Pekin Hardy Strauss's portfolio in Q3 2026, its #233 holding.
Pekin Hardy Strauss first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and has held it in 6 quarters since.
Pekin Hardy Strauss's Invesco CurrencyShares Swiss Franc Trust position peaked at $1.14M in Q4 2025.
40 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2026.

Based on Pekin Hardy Strauss's 13F filing for Q3 2026, filed 2 Nov 2026.