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 Q2	$1.67M	Sell	15,359 -160	-1%	-$17.9K	1.8%	14
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 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

Sonoma Private Wealth's FXF Position: Q2 2026 in Review

Sonoma Private Wealth reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 1% in Q2 2026, selling an estimated $17.9K and leaving 15,359 shares worth $1.67M. The position accounts for 1.8% of the portfolio, ranked #14.

Sonoma Private Wealth first reported a position in FXF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q2 2025. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Sonoma Private Wealth held 15,359 shares of Invesco CurrencyShares Swiss Franc Trust worth $1.67M as of Q2 2026.
Sonoma Private Wealth sold 160 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $17.9K.
Invesco CurrencyShares Swiss Franc Trust made up 1.8% of Sonoma Private Wealth's portfolio in Q2 2026, its #14 holding.
Sonoma Private Wealth first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2025 and has held it in 6 quarters since.
Sonoma Private Wealth's Invesco CurrencyShares Swiss Franc Trust position peaked at $1.83M in Q2 2025.
87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.