Purchases and Sales Made in Q3 2025 in Invesco Currency Shares Swiss Franc Trust (FXF)
This table provides information about the institutional ownership of Invesco Currency Shares Swiss Franc Trust (FXF) during Q3 2025. The information is specifically focused on institutions that hold shares of Invesco CurrencyShares Swiss Franc Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-697- 4.25% |
$75.9K - $78.5K
|
15.7K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-800- 16.3% |
$87.1K - $90.2K
|
4.11K
$458K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.62K- 2.22% |
$176K - $183K
|
71.4K
$7.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.36K- 69.08% |
$256K - $265K
|
1.05K
$117K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.72K- 18.22% |
$296K - $306K
|
12.2K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.45K- 43.84% |
$375K - $389K
|
4.42K
$493K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11K- 43.84% |
$1.2M - $1.24M
|
14.1K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.7K- 21.65% |
$3.01M - $3.12M
|
100K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Hamilton Wealth, LLC
|
SELL
|
- |
-61.8KClosed |
$6.72M - $6.96M
|
0
$0
|
|