Physician Wealth Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Physician Wealth 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
2026 Q3	$4.74K	Hold	45	–	–	﹤0.01%	1164
2026 Q2	$4.91K	Hold	45	–	–	﹤0.01%	1105
2026 Q1	$4.97K	Buy	+45	New	+$5.08K	﹤0.01%	1010

Other funds holding FXF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Ridge Creek Global Strongsville, Ohio $127M AUM 23.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Physician Wealth Advisors's FXF Position: Q3 2026 in Review

Physician Wealth Advisors held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q3 2026 at 45 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Physician Wealth Advisors first reported a position in FXF in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.97K in Q1 2026. 60 funds tracked by Wall St. Rank hold FXF as of Q3 2026.

Physician Wealth Advisors held 45 shares of Invesco CurrencyShares Swiss Franc Trust worth $4.74K as of Q3 2026.
Physician Wealth Advisors left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q3 2026.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1164 holding.
Physician Wealth Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2026 and has held it in 3 quarters since.
Physician Wealth Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $4.97K in Q1 2026.
60 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.