Creative Planning
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 1540235
OVERLAND PARK, KS
Position in FXF
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$467,807
+$11,029 QoQ
Shares Held
4,237
+3.5% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FXF Over Time
Shares Held
Position Value (USD)
All Filings in FXF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $467,807 | 4,237 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $456,778 | 4,093 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $633,009 | 5,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $579,906 | 5,187 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||