Wealthspire Advisors (New York)’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Wealthspire Advisors (New York)’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	$757K	Buy	+6,942	New	+$775K	﹤0.01%	642
2025 Q4	–	Sell	-993	Closed	-$110K	–	1738
2025 Q3	$110K	Buy	+993	New	+$110K	﹤0.01%	983

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

Wealthspire Advisors (New York)'s FXF Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2026: 6,942 shares worth $757K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in FXF as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in FXF in Q3 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Wealthspire Advisors (New York) held 6,942 shares of Invesco CurrencyShares Swiss Franc Trust worth $757K as of Q2 2026.
Invesco CurrencyShares Swiss Franc Trust was a new Wealthspire Advisors (New York) position in Q2 2026.
Invesco CurrencyShares Swiss Franc Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #642 holding.
Wealthspire Advisors (New York) first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2025 and has held it in 2 quarters since.
87 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.