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Synergy Asset Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Synergy Asset 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
2025
Q4 		– Sell
-6,172
Closed -$690K – 260
2025
Q3 		$690K Buy
6,172
+3,086
+100% +$342K 0.03% 192
2025
Q2 		$345K Buy
+3,086
New +$331K 0.04% 143

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Synergy Asset Management's FXF Position: Q4 2025 in Review

Synergy Asset Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2025, closing a stake of 6,172 shares — an estimated $690K sold.

Synergy Asset Management first reported a position in FXF in Q2 2025 and held it in 2 quarters. The position peaked at $690K in Q3 2025. 81 funds tracked by Wall St. Rank hold FXF as of Q4 2025.

  • Synergy Asset Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 6,172 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2025, an estimated $690K.
  • Synergy Asset Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and held it in 2 quarters.
  • Synergy Asset Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $690K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.