LPL Financial LLC

Position in FXF — Invesco CurrencyShares Swiss Franc Trust

CIK 1403438 FORT MILL, SC

Position in FXF

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$2,286,259

+$690,937 QoQ

Shares Held

20,707

+44.9% QoQ

Ownership

0.450%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,286,259	20,707	+44.9%	Shares	Sole	2026-05-06
2025-12-31	$1,595,322	14,295	+1.6%	Shares	Sole	2026-02-11
2025-09-30	$1,565,117	14,071	-43.8%	Shares	Sole	2025-11-12
2025-06-30	$2,800,925	25,053	+126.6%	Shares	Sole	2025-08-12
2025-03-31	$1,109,801	11,056	+325.7%	Shares	Sole	2025-05-07
2024-12-31	$254,142	2,597	-1.0%	Shares	Sole	2025-02-11
2024-03-31	$258,910	2,624	-72.9%	Shares	Sole	2024-05-10
2023-12-31	$1,025,325	9,693	+287.7%	Shares	Sole	2024-02-14
2023-09-30	$243,000	2,500	-72.2%	Shares	Sole	2023-11-13
2023-06-30	$896,035	9,009	-3.4%	Shares	Sole	2023-07-31
2023-03-31	$908,064	9,324	-45.9%	Shares	Sole	2023-05-10
2022-12-31	$1,663,928	17,241	+117.7%	Shares	Sole	2023-02-07
2022-09-30	$716,533	7,921	-30.7%	Shares	Sole	2022-11-14
2022-06-30	$1,071,665	11,425	-23.6%	Shares	Sole	2022-08-12
2022-03-31	$1,454,119	14,957	+32.6%	Shares	Sole	2022-05-16
2021-12-31	$1,113,829	11,277	+22.5%	Shares	Sole	2022-02-14
2021-09-30	$892,061	9,206	-9.5%	Shares	Sole	2021-11-15
2021-06-30	$995,447	10,168	+11.9%	Shares	Sole	2021-08-13
2021-03-31	$873,346	9,086	-70.6%	Shares	Sole	2021-05-14
2020-12-31	$3,187,333	30,954	+244.9%	Shares	Sole	2021-02-12
2020-09-30	$890,239	8,976	+125.6%	Shares	Sole	2020-11-09
2020-06-30	$384,911	3,978	+16.0%	Shares	Sole	2020-08-13
2020-03-31	$327,236	3,428	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.