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 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	$15.3K	Hold	138	–	–	0.01%	264
2025 Q2	$15.4K	Buy	+138	New	+$14.8K	0.02%	264

Other funds holding FXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Roxbury Financial's FXF Position: Q2 2026 in Review

Roxbury Financial held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q2 2026 at 138 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #295.

Roxbury Financial first reported a position in FXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q2 2025. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Roxbury Financial held 138 shares of Invesco CurrencyShares Swiss Franc Trust worth $15K as of Q2 2026.
Roxbury Financial left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q2 2026.
Invesco CurrencyShares Swiss Franc Trust made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #295 holding.
Roxbury Financial first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and has held it in 5 quarters since.
Roxbury Financial's Invesco CurrencyShares Swiss Franc Trust position peaked at $15.4K in Q2 2025.
87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.