Latest Institutional Purchases of Invesco Currency Shares Swiss Franc Trust (FXF)
This list provides information on the latest institutional transactions involving Invesco Currency Shares Swiss Franc Trust (FXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.51KNew |
$855K - $952K
|
8.51K
$949K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.94KNew |
$496K - $552K
|
4.94K
$551K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
4.63KNew |
$465K - $518K
|
4.63K
$516K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.82K+ 489.86% |
$383K - $427K
|
4.6K
$512K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.76KNew |
$378K - $421K
|
3.76K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.2KNew |
$322K - $358K
|
3.2K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$241K - $269K
|
2.4K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.3KNew |
$231K - $257K
|
2.3K
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.28KNew |
$229K - $255K
|
2.28K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.4K+ 45.16% |
$141K - $157K
|
4.5K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
952+ 3.52% |
$95.6K - $106K
|
28K
$3.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
381New |
$38.3K - $42.6K
|
381
$42.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
185New |
$18.6K - $20.7K
|
185
$20.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
138New |
$13.9K - $15.4K
|
138
$15.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
37New |
$3.72K - $4.14K
|
37
$4.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.97K+ 98.72% |
$964K - $1.01M
|
20.1K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.67KNew |
$355K - $372K
|
3.67K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.56KNew |
$248K - $259K
|
2.56K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.49KNew |
$240K - $252K
|
2.49K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9New |
$871 - $912
|
9
$1K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4KNew |
$235K - $252K
|
2.4K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 51.84% |
$126K - $135K
|
3.76K
$419K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
72+ 7200.0% |
$7.04K - $7.55K
|
73
$8.14K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
743New |
$73.1K - $78.6K
|
743
$82.8K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.9KNew |
$958K - $996K
|
9.9K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37New |
$3.58K - $3.72K
|
37
$4.12K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$96.8 - $101
|
21
$2.34K
|
|
| Q1 2024 | |||||||
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
91New |
$8.95K - $9.55K
|
91
$10.1K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
89+ 136.92% |
$8.75K - $9.34K
|
154
$17.2K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$98.3 - $105
|
3.5K
$390K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.3KNew |
$3.99M - $4.36M
|
41.3K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25New |
$2.42K - $2.64K
|
25
$2.79K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$2.42K - $2.64K
|
25
$2.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13+ 0.59% |
$1.26K - $1.38K
|
2.2K
$245K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3New |
$290 - $317
|
3
$334
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
12.1KNew |
$1.17M - $1.26M
|
12.1K
$1.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
200+ 66.67% |
$19.3K - $20.8K
|
500
$55.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
146New |
$14.1K - $15.2K
|
146
$16.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$9.66K - $10.4K
|
100
$11.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
60New |
$5.8K - $6.23K
|
60
$6.69K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.17K+ 64.58% |
$205K - $213K
|
5.53K
$616K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
498New |
$47.1K - $48.9K
|
498
$55.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400New |
$37.8K - $39.3K
|
400
$44.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 1.58% |
$12.1K - $12.6K
|
8.24K
$919K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
37New |
$3.5K - $3.63K
|
37
$4.12K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
27New |
$2.55K - $2.65K
|
27
$3.01K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
8.18KNew |
$721K - $791K
|
8.18K
$912K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
6.4KNew |
$564K - $619K
|
6.4K
$713K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.48KNew |
$306K - $336K
|
3.48K
$387K
|
|