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Principal Securities’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Principal Securities’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
2024
Q2 		– Sell
-25
Closed -$2.47K – 3428
2024
Q1 		$2.47K Hold
25
– – ﹤0.01% 2820
2023
Q4 		$2.65K Buy
+25
New +$2.51K ﹤0.01% 2738

Other funds holding FXF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Principal Securities's FXF Position: Q2 2024 in Review

Principal Securities sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2024, closing a stake of 25 shares — an estimated $2.47K sold.

Principal Securities first reported a position in FXF in Q4 2023 and held it in 2 quarters. The position peaked at $2.65K in Q4 2023. 38 funds tracked by Wall St. Rank hold FXF as of Q2 2024.

  • Principal Securities reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2024 after selling out during the quarter.
  • Principal Securities sold 25 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2024, an estimated $2.47K.
  • Principal Securities first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2023 and held it in 2 quarters.
  • Principal Securities's Invesco CurrencyShares Swiss Franc Trust position peaked at $2.65K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.