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

Pure Financial 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 Q1	$1.49M	Hold	13,499	–	–	0.02%	188
2025 Q4	$1.51M	Hold	13,499	–	–	0.02%	185
2025 Q3	$1.5M	Hold	13,499	–	–	0.02%	175
2025 Q2	$1.51M	Buy	+13,499	New	+$1.45M	0.03%	172

Other funds holding FXF

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Pure Financial Advisors's FXF Position: Q1 2026 in Review

Pure Financial Advisors held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q1 2026 at 13,499 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #188.

Pure Financial Advisors first reported a position in FXF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q2 2025. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

Pure Financial Advisors held 13,499 shares of Invesco CurrencyShares Swiss Franc Trust worth $1.49M as of Q1 2026.
Pure Financial Advisors left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q1 2026.
Invesco CurrencyShares Swiss Franc Trust made up 0.02% of Pure Financial Advisors's portfolio in Q1 2026, its #188 holding.
Pure Financial Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and has held it in 4 quarters since.
Pure Financial Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $1.51M in Q2 2025.
94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.