Tyler-Stone Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-116	Closed	-$11.5K	–	540
2024 Q2	$11.5K	Hold	116	–	–	﹤0.01%	638
2024 Q1	$11.4K	Hold	116	–	–	0.01%	637
2023 Q4	$12.3K	Hold	116	–	–	0.01%	603
2023 Q3	$11K	Hold	116	–	–	0.01%	585
2023 Q2	$12K	Buy	+116	New	+$11.5K	0.01%	566
2022 Q4	$11K	Hold	116	–	–	0.01%	536
2022 Q3	$10K	Hold	116	–	–	0.01%	534
2022 Q2	$11K	Hold	116	–	–	0.01%	534
2022 Q1	$11K	Hold	116	–	–	0.01%	555
2021 Q4	$11K	Buy	+116	New	+$11.4K	0.01%	593

Other funds holding FXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Tyler-Stone Wealth Management's FXF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2024, closing a stake of 116 shares — an estimated $11.5K sold.

Tyler-Stone Wealth Management first reported a position in FXF in Q4 2021 and held it in 10 quarters. The position peaked at $12.3K in Q4 2023. 40 funds tracked by Wall St. Rank hold FXF as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 116 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2024, an estimated $11.5K.
Tyler-Stone Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $12.3K in Q4 2023.
40 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.