Latest Institutional Transactions on Invesco Currency Shares Swiss Franc Trust (FXF)
This table provides information on the latest institutional transactions involving Invesco Currency Shares Swiss Franc Trust (FXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.2KNew |
$322K - $358K
|
3.2K
$352K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
8.51KNew |
$855K - $952K
|
8.51K
$936K
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.76KNew |
$378K - $421K
|
3.76K
$414K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
5.59KNew |
$562K - $625K
|
5.59K
$615K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
37New |
$3.72K - $4.14K
|
37
$4.07K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.86K- 33.94% |
$186K - $207K
|
3.61K
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.33KNew |
$133K - $148K
|
1.33K
$146K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
103+ 0.57% |
$10.3K - $11.5K
|
18.1K
$1.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
8.26KNew |
$830K - $923K
|
8.26K
$908K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.94KNew |
$496K - $552K
|
4.94K
$543K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
4.63KNew |
$465K - $518K
|
4.63K
$509K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.36KNew |
$438K - $488K
|
4.36K
$480K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.7KNew |
$874K - $973K
|
8.7K
$957K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.76K+ 82.91% |
$679K - $756K
|
14.9K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.89K- 22.09% |
$692K - $770K
|
24.3K
$2.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-50- 0.97% |
$5.02K - $5.59K
|
5.08K
$559K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.3KNew |
$231K - $257K
|
2.3K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
455+ 22.03% |
$45.7K - $50.9K
|
2.52K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$1.36M - $1.51M
|
13.5K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
381New |
$38.3K - $42.6K
|
381
$41.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.4K+ 45.16% |
$141K - $157K
|
4.5K
$495K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
138New |
$13.9K - $15.4K
|
138
$15.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
185New |
$18.6K - $20.7K
|
185
$20.3K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
143KNew |
$14.4M - $16M
|
143K
$15.8M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.56KNew |
$248K - $259K
|
2.56K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.97K+ 98.72% |
$964K - $1.01M
|
20.1K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9New |
$871 - $912
|
9
$990
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.49KNew |
$240K - $252K
|
2.49K
$273K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.67KNew |
$355K - $372K
|
3.67K
$403K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
72+ 7200.0% |
$7.04K - $7.55K
|
73
$8.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.49K- 56.13% |
$341K - $366K
|
2.73K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4New |
$391 - $420
|
4
$440
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.4KNew |
$235K - $252K
|
2.4K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 1.02% |
$196 - $210
|
194
$21.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.29K+ 51.84% |
$126K - $135K
|
3.76K
$414K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
743New |
$73.1K - $78.6K
|
743
$81.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2025
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
9.9KNew |
$958K - $996K
|
9.9K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-422- 72.01% |
$40.8K - $42.5K
|
164
$18K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-155- 55.36% |
$15K - $15.6K
|
125
$13.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37New |
$3.58K - $3.72K
|
37
$4.07K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$96.8 - $101
|
21
$2.31K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$98.3 - $105
|
3.5K
$385K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
91New |
$8.95K - $9.55K
|
91
$10K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
89+ 136.92% |
$8.75K - $9.34K
|
154
$16.9K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3New |
$290 - $317
|
3
$330
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.3KNew |
$3.99M - $4.36M
|
41.3K
$4.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25New |
$2.42K - $2.64K
|
25
$2.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.43K- 26.52% |
$718K - $786K
|
20.6K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25New |
$2.42K - $2.64K
|
25
$2.75K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
13+ 0.59% |
$1.26K - $1.38K
|
2.2K
$242K
|
|