Steward Partners Investment Advisory, LLC
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 1723397
STAMFORD, CT
Position in FXF
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$7,632,201
+$7,629,575 QoQ
Shares Held
69,126
+276404.0% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,632,201 | 69,126 | Shares | Sole | 2026-05-08 | |
| 2024-09-30 | $2,626 | 25 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,474 | 25 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,466 | 25 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,644 | 25 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||