Public ownership evidence

Invesco CurrencyShares Swiss Franc Trust (FXF) Ownership Disclosures

Read FXF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco CurrencyShares Swiss Franc Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
2,000
Value (USD)
$218,105
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FXF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FXF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-282,000$218,105None
Dakota Wealth Management2025-12-312026-08-271,850$206,460None
Beacon Pointe Advisors, LLC2026-06-302026-08-1912,010$1,309,723None
Corient Private Wealth LP2026-06-302026-08-182,000$218,105None
Pure Financial Advisors, LLC2026-06-302026-08-1813,499$1,472,102None
Transamerica Financial Advisors, LLC2026-06-302026-08-1818,143$1,978,572None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18300$33,123None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,038$113,197None
Qube Research & Technologies Ltd2026-06-302026-08-157,991$871,440None
OSAIC HOLDINGS, INC.2026-06-302026-08-1545$4,907None
OSAIC HOLDINGS, INC.2026-06-302026-08-1516,223$1,768,944None
JANE STREET GROUP, LLC2026-06-302026-08-1526,605$2,901,347None
JANE STREET GROUP, LLC2026-06-302026-08-1515,200$1,657,601Call
HRT FINANCIAL LP2026-06-302026-08-156,342$691,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1540,076$4,370,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1525,800$2,813,490Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,800$741,540Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1592,123$10,046,262None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15450$49,005None
Sonoma Private Wealth LLC2026-06-302026-08-1515,359$1,674,940None
MAI Capital Management2026-06-302026-08-154,560$497,281None
Cerity Partners LLC2026-06-302026-08-152,698$294,224None
Evercore Wealth Management, LLC2026-06-302026-08-152,450$267,179None
ROYAL BANK OF CANADA2026-06-302026-08-154,347$474,000None
CITADEL ADVISORS LLC2026-06-302026-08-1515,100$1,646,696Put
CITADEL ADVISORS LLC2026-06-302026-08-1515,511$1,691,516None
CITADEL ADVISORS LLC2026-06-302026-08-1528,000$3,053,476Call
TWO SIGMA SECURITIES, LLC2026-06-302026-08-153,037$331,193None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15599$65,323None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,263$355,839None
WELLS FARGO & COMPANY/MN2026-06-302026-08-159,405$1,025,641None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1526,197$2,856,854None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,507$600,555None
BANK OF AMERICA CORP /DE/2026-06-302026-08-156,075$662,491None
Rockefeller Capital Management L.P.2026-06-302026-08-142,456$267,833None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1441$4,471None
UBS Group AG2026-06-302026-08-1423,838$2,599,605None
Creative Planning2026-06-302026-08-144,084$445,371None
CIBC WORLD MARKET INC.2026-06-302026-08-1464,858$7,072,940None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1420,206$2,203,519None
MORGAN STANLEY2026-06-302026-08-1498,298$10,719,690None
MORGAN STANLEY2026-06-302026-08-141$121None
FMR LLC2026-06-302026-08-14116$12,603None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14194$21,156None
Corient Private Wealth LP2026-06-302026-08-132,000$218,105None
Integrated Wealth Concepts LLC2026-06-302026-08-13200$21,811None
Cetera Investment Advisers2026-06-302026-08-134,303$469,254None
Focus Partners Wealth2026-06-302026-08-134,312$470,235None
BROWN BROTHERS HARRIMAN & CO2026-06-302026-08-131,500$163,579None
BANK OF MONTREAL /CAN/2026-06-302026-08-133,610$393,680None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Dakota Wealth Management ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Pure Financial Advisors, LLC ↗Transamerica Financial Advisors, LLC ↗Nalls Sherbakoff Group, LLC ↗Federation des caisses Desjardins du Quebec ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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