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Presidio Capital Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Presidio Capital Management’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 		$276K Buy
2,530
+30
+1% +$3.35K 0.07% 68
2026
Q1 		$276K Buy
+2,500
New +$282K 0.08% 55

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ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Presidio Capital Management's FXF Position: Q2 2026 in Review

Presidio Capital Management increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 1.2% in Q2 2026, buying an estimated $3.35K and bringing the position to 2,530 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #68.

Presidio Capital Management first reported a position in FXF in Q1 2026 and has held it in 2 quarters since. The position peaked at $276K in Q1 2026. 29 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • Presidio Capital Management held 2,530 shares of Invesco CurrencyShares Swiss Franc Trust worth $276K as of Q2 2026.
  • Presidio Capital Management bought 30 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $3.35K.
  • Invesco CurrencyShares Swiss Franc Trust made up 0.07% of Presidio Capital Management's portfolio in Q2 2026, its #68 holding.
  • Presidio Capital Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2026 and has held it in 2 quarters since.
  • Presidio Capital Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $276K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.