Creative Planning
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 1540235
OVERLAND PARK, KS
Position in FXF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$445,360
-$22,447 QoQ
Shares Held
4,084
-3.6% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 88 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FXF Over Time
Shares Held
Position Value (USD)
All Filings in FXF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,360 | 4,084 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||