SWM
FXF icon

SeaCrest Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

SeaCrest Wealth Management’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
-3,764
Closed -$368K – 676
2024
Q4 		$368K Buy
3,764
+1,285
+52% +$130K 0.04% 430
2024
Q3 		$260K Buy
+2,479
New +$255K 0.03% 534

Other funds holding FXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Jane Street
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SeaCrest Wealth Management's FXF Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2025, closing a stake of 3,764 shares — an estimated $368K sold.

SeaCrest Wealth Management first reported a position in FXF in Q3 2024 and held it in 2 quarters. The position peaked at $368K in Q4 2024. 39 funds tracked by Wall St. Rank hold FXF as of Q1 2025.

  • SeaCrest Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,764 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2025, an estimated $368K.
  • SeaCrest Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2024 and held it in 2 quarters.
  • SeaCrest Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $368K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.