Cornerstone Wealth Management, LLC
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 1674117
ST. PETERS, MO
Position in FXF
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,252,049
+$972,715 QoQ
Shares Held
11,340
+353.1% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
4 quarters on record
Voting authority
Sole 4.409171075837742.ToString("F0")%
Shared 0.ToString("F0")%
None 95.59082892416225.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 | $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. | ||||||