Steward Partners Investment Advisory’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Steward Partners Investment Advisory’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	$4.47K	Sell	41 -69,085	-100%	-$7.71M	﹤0.01%	4015
2026 Q1	$7.63M	Buy	+69,126	New	+$7.8M	0.04%	391
2024 Q4	–	Sell	-25	Closed	-$2.63K	–	4015
2024 Q3	$2.63K	Hold	25	–	–	﹤0.01%	3382
2024 Q2	$2.48K	Hold	25	–	–	﹤0.01%	3240
2024 Q1	$2.47K	Hold	25	–	–	﹤0.01%	3252
2023 Q4	$2.65K	Buy	+25	New	+$2.51K	﹤0.01%	3154

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

Steward Partners Investment Advisory's FXF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 100% in Q2 2026, selling an estimated $7.71M and leaving 41 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #4015.

Steward Partners Investment Advisory first reported a position in FXF in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.63M in Q1 2026. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Steward Partners Investment Advisory held 41 shares of Invesco CurrencyShares Swiss Franc Trust worth $4.47K as of Q2 2026.
Steward Partners Investment Advisory sold 69,085 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $7.71M.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4015 holding.
Steward Partners Investment Advisory first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2023 and has held it in 6 quarters since.
Steward Partners Investment Advisory's Invesco CurrencyShares Swiss Franc Trust position peaked at $7.63M in Q1 2026.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.