OXFORD FINANCIAL GROUP, LTD. LLC - INVESCO CURRENCYSHARES SWISS ownership

INVESCO CURRENCYSHARES SWISS's ticker is FXF and the CUSIP is 46138R108. A total of 56 filers reported holding INVESCO CURRENCYSHARES SWISS in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of INVESCO CURRENCYSHARES SWISS
ValueSharesWeighting
Q3 2023$286,737
-2.3%
2,9500.0%0.02%
-10.7%
Q2 2023$293,393
+2.1%
2,9500.0%0.03%
-12.5%
Q1 2023$287,302
+0.9%
2,9500.0%0.03%
-3.0%
Q4 2022$284,704
+6.6%
2,9500.0%0.03%
-17.5%
Q3 2022$267,000
-3.6%
2,9500.0%0.04%
-2.4%
Q2 2022$277,0002,9500.04%
Other shareholders
INVESCO CURRENCYSHARES SWISS shareholders Q4 2022
NameSharesValueWeighting ↓
First National Bank of South Miami 11,125$1,083,4700.86%
Authentikos Wealth Advisory, LLC 7,725$745,5400.75%
Quantitative Advantage, LLC 32,889$3,203,0310.46%
EVERGREEN CAPITAL MANAGEMENT LLC 91,869$8,947,1780.40%
NewSquare Capital LLC 14,760$1,437,4850.17%
Transamerica Financial Advisors, Inc. 9,069$8840.12%
Wellspring Financial Advisors, LLC 3,498$340,6720.10%
InterOcean Capital Group, LLC 28,123$2,738,9160.09%
NAPLES GLOBAL ADVISORS, LLC 5,335$519,5790.06%
FLOW TRADERS U.S. LLC 16,228$1,5800.06%
View complete list of INVESCO CURRENCYSHARES SWISS shareholders