Cornerstone Wealth Management, LLC
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 1674117
ST. PETERS, MO
Position in FXF
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,449,710
+$197,661 QoQ
Shares Held
13,294
+17.2% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#22
of 88 holders
Holding Since
Jun 2022
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
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 | $1,449,710 | 13,294 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,252,049 | 11,340 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $279,334 | 2,503 | Shares | Sole | 2026-02-05 | |
| 2022-09-30 | $299,422 | 3,310 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $310,853 | 3,314 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||