Stratos Wealth Partners’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Stratos Wealth Partners’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	$598K	Buy	5,488 +129	+2%	+$14.4K	0.01%	1063
2026 Q1	$592K	Buy	5,359 +68	+1%	+$7.67K	0.01%	998
2025 Q4	$590K	Buy	+5,291	New	+$586K	0.01%	977
2018 Q4	–	Sell	-200	Closed	-$19K	–	1450
2018 Q3	$19K	Buy	+200	New	+$19K	﹤0.01%	1895
2018 Q2	–	Sell	-200	Closed	-$20K	–	1577
2018 Q1	$20K	Sell	200 -50	-20%	-$4.97K	﹤0.01%	2009
2017 Q4	$24K	Buy	+250	New	+$23.9K	﹤0.01%	1839

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

Stratos Wealth Partners's FXF Position: Q2 2026 in Review

Stratos Wealth Partners increased its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 2.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 5,488 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #1063.

Stratos Wealth Partners first reported a position in FXF in Q4 2017 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Stratos Wealth Partners held 5,488 shares of Invesco CurrencyShares Swiss Franc Trust worth $598K as of Q2 2026.
Stratos Wealth Partners bought 129 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2026, an estimated $14.4K.
Invesco CurrencyShares Swiss Franc Trust made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1063 holding.
Stratos Wealth Partners first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2017 and has held it in 6 quarters since.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.