Clearstead Advisors, LLC
Position in FXF — Invesco CurrencyShares Swiss Franc Trust
CIK 842775
CLEVELAND, OH
Position in FXF
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$347,129
-$119,582 QoQ
Shares Held
3,144
-24.8% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,129 | 3,144 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $466,711 | 4,182 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $610,430 | 5,488 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $116,048 | 1,038 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||