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

Spire 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
2026
Q2 		$19.1K Hold
175
– – ﹤0.01% 1453
2026
Q1 		$19.3K Buy
+175
New +$19.7K ﹤0.01% 1430

Other funds holding FXF

Morgan Stanley
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
HighTower Advisors
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spire Wealth Management's FXF Position: Q2 2026 in Review

Spire Wealth Management held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q2 2026 at 175 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Spire Wealth Management first reported a position in FXF in Q1 2026 and has held it in 2 quarters since. The position peaked at $19.3K in Q1 2026. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

  • Spire Wealth Management held 175 shares of Invesco CurrencyShares Swiss Franc Trust worth $19.1K as of Q2 2026.
  • Spire Wealth Management left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q2 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1453 holding.
  • Spire Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2026 and has held it in 2 quarters since.
  • Spire Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $19.3K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.