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Sunbelt Securities’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Sunbelt Securities’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
Q1 		$5.19K Hold
47
– – ﹤0.01% 1674
2025
Q4 		$5.25K Hold
47
– – ﹤0.01% 1628
2025
Q3 		$5.23K Buy
+47
New +$5.2K ﹤0.01% 1616

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HCM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Sunbelt Securities's FXF Position: Q1 2026 in Review

Sunbelt Securities held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q1 2026 at 47 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Sunbelt Securities first reported a position in FXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.25K in Q4 2025. 94 funds tracked by Wall St. Rank hold FXF as of Q1 2026.

  • Sunbelt Securities held 47 shares of Invesco CurrencyShares Swiss Franc Trust worth $5.19K as of Q1 2026.
  • Sunbelt Securities left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q1 2026.
  • Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1674 holding.
  • Sunbelt Securities first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Invesco CurrencyShares Swiss Franc Trust position peaked at $5.25K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.