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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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