Wellspring Financial Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Wellspring Financial Advisors’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	$382K	Hold	3,500	–	–	0.03%	196
2026 Q1	$386K	Hold	3,500	–	–	0.03%	189
2025 Q4	$391K	Hold	3,500	–	–	0.03%	164
2025 Q3	$389K	Hold	3,500	–	–	0.04%	104
2025 Q2	$391K	Hold	3,500	–	–	0.04%	95
2025 Q1	$351K	Hold	3,500	–	–	0.04%	85
2024 Q4	$342K	Hold	3,500	–	–	0.04%	91
2024 Q3	$368K	Hold	3,500	–	–	0.04%	101
2024 Q2	$346K	Hold	3,500	–	–	0.05%	100
2024 Q1	$345K	Buy	3,500 +1	+0%	+$102	0.05%	92
2023 Q4	$370K	Buy	3,499 +1	+0%	+$100	0.09%	90
2023 Q3	$340K	Hold	3,498	–	–	0.1%	81
2023 Q2	$348K	Hold	3,498	–	–	0.1%	76
2023 Q1	$341K	Hold	3,498	–	–	0.1%	78
2022 Q4	$338K	Hold	3,498	–	–	0.11%	77
2022 Q3	$316K	Hold	3,498	–	–	0.12%	62
2022 Q2	$328K	Hold	3,498	–	–	0.11%	62
2022 Q1	$340K	Hold	3,498	–	–	0.1%	67
2021 Q4	$345K	Hold	3,498	–	–	0.1%	68
2021 Q3	$339K	Hold	3,498	–	–	0.1%	66
2021 Q2	$342K	Buy	+3,498	New	+$349K	0.11%	64
2021 Q1	–	Sell	-2,203	Closed	-$227K	–	97
2020 Q4	$227K	Buy	+2,203	New	+$222K	0.08%	81

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

Wellspring Financial Advisors's FXF Position: Q2 2026 in Review

Wellspring Financial Advisors held its Invesco CurrencyShares Swiss Franc Trust (FXF) position steady in Q2 2026 at 3,500 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #196.

Wellspring Financial Advisors first reported a position in FXF in Q4 2020 and has held it in 22 quarters since. The position peaked at $391K in Q2 2025. 88 funds tracked by Wall St. Rank hold FXF as of Q2 2026.

Wellspring Financial Advisors held 3,500 shares of Invesco CurrencyShares Swiss Franc Trust worth $382K as of Q2 2026.
Wellspring Financial Advisors left its Invesco CurrencyShares Swiss Franc Trust share count unchanged in Q2 2026.
Invesco CurrencyShares Swiss Franc Trust made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #196 holding.
Wellspring Financial Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2020 and has held it in 22 quarters since.
Wellspring Financial Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $391K in Q2 2025.
88 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.