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

Sowell Financial Services’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
2022 Q1	–	Sell	-15,933	Closed	-$1.57M	–	280
2021 Q4	$1.57M	Buy	15,933 +896	+6%	+$87.7K	0.09%	248
2021 Q3	$1.46M	Buy	+15,037	New	+$1.48M	0.1%	236
2021 Q1	–	Sell	-1,000	Closed	-$103K	–	3170
2020 Q4	$103K	Buy	+1,000	New	+$101K	﹤0.01%	1141

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ECM

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Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

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

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

Sowell Financial Services's FXF Position: Q1 2022 in Review

Sowell Financial Services sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2022, closing a stake of 15,933 shares — an estimated $1.57M sold.

Sowell Financial Services first reported a position in FXF in Q4 2020 and held it in 3 quarters. The position peaked at $1.57M in Q4 2021. 52 funds tracked by Wall St. Rank hold FXF as of Q1 2022.

Sowell Financial Services reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2022 after selling out during the quarter.
Sowell Financial Services sold 15,933 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2022, an estimated $1.57M.
Sowell Financial Services first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2020 and held it in 3 quarters.
Sowell Financial Services's Invesco CurrencyShares Swiss Franc Trust position peaked at $1.57M in Q4 2021.
52 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.