Prospera Financial Services’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-63	Closed	-$6K	–	1985
2022 Q1	$6K	Buy	+63	New	+$6.13K	﹤0.01%	2207
2021 Q3	–	Sell	-8,718	Closed	-$853K	–	812
2021 Q2	$853K	Sell	8,718 -760	-8%	-$75.7K	0.04%	410
2021 Q1	$911K	Sell	9,478 -17,245	-65%	-$1.73M	0.05%	359
2020 Q4	$2.75M	Buy	26,723 +24,475	+1,089%	+$2.47M	0.19%	128
2020 Q3	$223K	Buy	+2,248	New	+$224K	0.09%	208
2020 Q2	–	Sell	-7,940	Closed	-$758K	–	583
2020 Q1	$758K	Buy	+7,940	New	+$755K	0.08%	233

Other funds holding FXF

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Prospera Financial Services's FXF Position: Q2 2022 in Review

Prospera Financial Services sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2022, closing a stake of 63 shares — an estimated $6K sold.

Prospera Financial Services first reported a position in FXF in Q1 2020 and held it in 6 quarters. The position peaked at $2.75M in Q4 2020. 51 funds tracked by Wall St. Rank hold FXF as of Q2 2022.

Prospera Financial Services reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 63 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2022, an estimated $6K.
Prospera Financial Services first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2020 and held it in 6 quarters.
Prospera Financial Services's Invesco CurrencyShares Swiss Franc Trust position peaked at $2.75M in Q4 2020.
51 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.