SPW
FXF icon

Sonoma Private Wealth’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Sonoma Private Wealth’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 		$1.71M Sell
15,519
-735
-5% -$82.9K 2.11% 11
2025
Q4 		$1.81M Buy
16,254
+549
+3% +$60.8K 2.19% 9
2025
Q3 		$1.75M Sell
15,705
-697
-4% -$77.2K 2.09% 9
2025
Q2 		$1.83M Buy
16,402
+2,051
+14% +$220K 2.25% 7
2025
Q1 		$1.44M Buy
+14,351
New +$1.42M 2% 12

Other funds holding FXF

Morgan Stanley
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
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
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Sonoma Private Wealth's FXF Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 4.5% in Q1 2026, selling an estimated $82.9K and leaving 15,519 shares worth $1.71M. The position accounts for 2.11% of the portfolio, ranked #11.

Sonoma Private Wealth first reported a position in FXF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q2 2025. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

  • Sonoma Private Wealth held 15,519 shares of Invesco CurrencyShares Swiss Franc Trust worth $1.71M as of Q1 2026.
  • Sonoma Private Wealth sold 735 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2026, an estimated $82.9K.
  • Invesco CurrencyShares Swiss Franc Trust made up 2.11% of Sonoma Private Wealth's portfolio in Q1 2026, its #11 holding.
  • Sonoma Private Wealth first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2025 and has held it in 5 quarters since.
  • Sonoma Private Wealth's Invesco CurrencyShares Swiss Franc Trust position peaked at $1.83M in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.