Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
143KNew |
$14.4M - $16M
|
143K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
99.6KNew |
$10M - $11.1M
|
99.6K
$11.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.5KNew |
$1.36M - $1.51M
|
13.5K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.36KNew |
$438K - $487K
|
4.36K
$486K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.4K+ 45.16% |
$141K - $157K
|
4.5K
$502K
|
|
|
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
|