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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
2025
Q4 		– Sell
-993
Closed -$110K – 1738
2025
Q3 		$110K Buy
+993
New +$110K ﹤0.01% 983

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Wealthspire Advisors (New York)'s FXF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2025, closing a stake of 993 shares — an estimated $110K sold.

Wealthspire Advisors (New York) first reported a position in FXF in Q3 2025 and held it in 1 quarter. The position peaked at $110K in Q3 2025. 81 funds tracked by Wall St. Rank hold FXF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 993 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2025, an estimated $110K.
  • Wealthspire Advisors (New York) first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco CurrencyShares Swiss Franc Trust position peaked at $110K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.