Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.29KNew |
$578K - $591K
|
5.29K
$590K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2KNew |
$218K - $224K
|
2K
$223K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
1.85KNew |
$202K - $207K
|
1.85K
$206K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
248+ 0.24% |
$27.1K - $27.7K
|
102K
$11.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
88+ 6.79% |
$9.61K - $9.83K
|
1.38K
$154K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
25New |
$2.73K - $2.79K
|
25
$2.79K
|
|