Dakota Wealth Management
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 1631353
PALM BEACH GARDENS, FL
Position in FXF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$224,424
+$17,964 QoQ
Shares Held
2,058
+11.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 88 holders
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,424 | 2,058 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $206,460 | 1,850 | Shares | Sole | 2026-08-26 | |
| No filing history on record for this holder in this stock. | ||||||