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

Roxbury Financial’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 Q3	$14.5K	Hold	138	–	–	0.01%	311
2026 Q2	$15K	Hold	138	–	–	0.01%	295
2026 Q1	$15.2K	Hold	138	–	–	0.01%	280
2025 Q4	$15.4K	Hold	138	–	–	0.01%	272
2025 Q3	$15.4K	Hold	138	–	–	0.01%	264
2025 Q2	$15.4K	Buy	+138	New	+$14.8K	0.02%	264

Other funds holding FXF

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fiduciary Family Office Boca Raton, Florida $447M AUM 27.16% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Roxbury Financial's FXF Position: Q3 2026 in Review

Roxbury Financial held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q3 2026 at 138 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #311.

Roxbury Financial first reported a position in FXF in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.4K in Q2 2025. 40 funds tracked by Wall St. Rank hold FXF as of Q3 2026.

Roxbury Financial held 138 shares of Invesco CurrencyShares Swiss Franc Trust worth $14.5K as of Q3 2026.
Roxbury Financial left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q3 2026.
Invesco CurrencyShares Swiss Franc Trust made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #311 holding.
Roxbury Financial first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and has held it in 6 quarters since.
Roxbury Financial's Invesco CurrencyShares Swiss Franc Trust position peaked at $15.4K in Q2 2025.
40 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.