PFG Investments’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

PFG Investments’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	$833K	Sell	7,640 -150	-2%	-$16.7K	0.03%	455
2026 Q1	$860K	Buy	7,790 +2,155	+38%	+$243K	0.04%	401
2025 Q4	$629K	Sell	5,635 -270	-5%	-$29.9K	0.03%	483
2025 Q3	$657K	Buy	5,905 +1,548	+36%	+$171K	0.03%	466
2025 Q2	$487K	Buy	+4,357	New	+$468K	0.03%	538

Other funds holding FXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Investments's FXF Position: Q2 2026 in Review

PFG Investments reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 1.9% in Q2 2026, selling an estimated $16.7K and leaving 7,640 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #455.

PFG Investments first reported a position in FXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $860K in Q1 2026. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

PFG Investments held 7,640 shares of Invesco CurrencyShares Swiss Franc Trust worth $833K as of Q2 2026.
PFG Investments sold 150 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $16.7K.
Invesco CurrencyShares Swiss Franc Trust made up 0.03% of PFG Investments's portfolio in Q2 2026, its #455 holding.
PFG Investments first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and has held it in 5 quarters since.
PFG Investments's Invesco CurrencyShares Swiss Franc Trust position peaked at $860K in Q1 2026.
87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.