StoneX Group
FXF icon

StoneX Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

StoneX Group’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
2024
Q3 		– Sell
-9,895
Closed -$979K – 729
2024
Q2 		$979K Buy
+9,895
New +$973K 0.08% 209

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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

StoneX Group's FXF Position: Q3 2024 in Review

StoneX Group sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2024, closing a stake of 9,895 shares — an estimated $979K sold.

StoneX Group first reported a position in FXF in Q2 2024 and held it in 1 quarter. The position peaked at $979K in Q2 2024. 40 funds tracked by Wall St. Rank hold FXF as of Q3 2024.

  • StoneX Group reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2024 after selling out during the quarter.
  • StoneX Group sold 9,895 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2024, an estimated $979K.
  • StoneX Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2024 and held it in 1 quarter.
  • StoneX Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $979K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2024.

Based on StoneX Group's 13F filing for Q3 2024, filed 12 Nov 2024.