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

PSI 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
2025 Q1	–	Sell	-21	Closed	-$1.96K	–	819
2024 Q4	$1.96K	Hold	21	–	–	﹤0.01%	732
2024 Q3	$2.1K	Hold	21	–	–	﹤0.01%	737
2024 Q2	$1.98K	Buy	21 +1	+5%	+$98	﹤0.01%	717
2024 Q1	$1.97K	Hold	20	–	–	﹤0.01%	665
2023 Q4	$2.12K	Hold	20	–	–	﹤0.01%	712
2023 Q3	$1.94K	Hold	20	–	–	﹤0.01%	687
2023 Q2	$1.99K	Buy	+20	New	+$1.98K	﹤0.01%	665

Other funds holding FXF

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

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

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PSI Advisors's FXF Position: Q1 2025 in Review

PSI Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2025, closing a stake of 21 shares — an estimated $1.96K sold.

PSI Advisors first reported a position in FXF in Q2 2023 and held it in 7 quarters. The position peaked at $2.12K in Q4 2023. 39 funds tracked by Wall St. Rank hold FXF as of Q1 2025.

PSI Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 21 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2025, an estimated $1.96K.
PSI Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2023 and held it in 7 quarters.
PSI Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $2.12K in Q4 2023.
39 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.