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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.09K+ 100.0% |
$336K - $348K
|
6.17K
$686K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.75K+ 1.76% |
$191K - $197K
|
101K
$11.3M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.35KNew |
$147K - $152K
|
1.35K
$150K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
450+ 24.59% |
$49K - $50.7K
|
2.28K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
264+ 4.03% |
$28.7K - $29.8K
|
6.81K
$757K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
125+ 10.67% |
$13.6K - $14.1K
|
1.3K
$144K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
80+ 160.0% |
$8.71K - $9.02K
|
130
$14.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45New |
$4.9K - $5.07K
|
45
$5K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-146- 0.93% |
$15.9K - $16.5K
|
15.5K
$1.72M
|