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Waterloo Capital’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Waterloo Capital’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
Q3 		– Sell
-2,278
Closed -$255K – 474
2025
Q2 		$255K Buy
+2,278
New +$245K 0.02% 388

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Waterloo Capital's FXF Position: Q3 2025 in Review

Waterloo Capital sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2025, closing a stake of 2,278 shares — an estimated $255K sold.

Waterloo Capital first reported a position in FXF in Q2 2025 and held it in 1 quarter. The position peaked at $255K in Q2 2025. 77 funds tracked by Wall St. Rank hold FXF as of Q3 2025.

  • Waterloo Capital reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2025 after selling out during the quarter.
  • Waterloo Capital sold 2,278 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2025, an estimated $255K.
  • Waterloo Capital first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2025 and held it in 1 quarter.
  • Waterloo Capital's Invesco CurrencyShares Swiss Franc Trust position peaked at $255K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2025.

Based on Waterloo Capital's 13F filing for Q3 2025, filed 5 Nov 2025.