INVESCO CURRENCYSHARES SWISS shareholder history

Current and past INVESCO CURRENCYSHARES SWISS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 22220.00%0.00%0.01%Q2 2018Q3 202362
SUSQUEHANNA INTERNATIONAL GROUP, LLP 22220.00%0.00%0.01%Q2 2018Q3 202354
UBS Group AG 22220.00%0.01%0.22%Q2 2018Q3 202323
US BANCORP \DE\ 22220.00%0.00%0.00%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.00%0.00%Q2 2018Q3 202322
CIBC WORLD MARKET INC. 22220.00%0.01%0.02%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.00%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
GOLDMAN SACHS GROUP INC 22220.00%0.00%0.00%Q2 2018Q3 202322
HUNTINGTON NATIONAL BANK 22220.00%0.00%0.00%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Transamerica Financial Advisors, Inc. 1560.06%0.14%0.26%Q2 2018Q3 202321
North Star Investment Management Corp. 1730.00%0.00%0.01%Q3 2018Q3 202320
JANE STREET GROUP, LLC 810.00%0.00%0.00%Q3 2018Q3 202319
INTERACTIVE FINANCIAL ADVISORS, INC. 19190.01%3.22%6.97%Q2 2018Q4 202219
Quantitative Advantage, LLC 19190.44%0.58%0.79%Q3 2018Q1 202319
HUSSMAN STRATEGIC ADVISORS, INC. 17170.08%0.12%0.15%Q2 2018Q2 202217
American Portfolios Advisors 16160.01%0.03%0.08%Q4 2018Q3 202216
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
RFG Advisory, LLC 14140.02%0.04%0.06%Q2 2020Q3 202314
D'Orazio & Associates, Inc. 14140.01%0.04%0.06%Q2 2018Q3 202114
Advisory Services Network, LLC 760.00%0.01%0.04%Q2 2018Q3 202113
JPMORGAN CHASE & CO 610.00%0.00%0.00%Q3 2019Q3 202313
FIFTH THIRD BANCORP 13130.00%0.00%0.00%Q3 2020Q3 202313
NewSquare Capital LLC 810.00%0.09%0.18%Q1 2020Q3 202313
HighTower Advisors, LLC 930.00%0.01%0.02%Q2 2020Q3 202312
First National Bank of South Miami 12120.40%0.66%0.89%Q3 2020Q2 202312
InterOcean Capital Group, LLC 12120.08%0.11%0.13%Q4 2020Q3 202312
RAYMOND JAMES & ASSOCIATES 11110.00%0.00%0.00%Q3 2019Q1 202211
First City Capital Management, Inc. 11110.14%1.02%2.84%Q2 2020Q4 202211
Wellspring Financial Advisors, LLC 1010.08%0.10%0.12%Q4 2020Q3 202311
NAPLES GLOBAL ADVISORS, LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
PEAPACK GLADSTONE FINANCIAL CORP 11110.01%0.01%0.01%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 920.00%0.00%0.00%Q4 2020Q3 202311
MASSMUTUAL TRUST CO FSB/ADV 11110.00%0.00%0.00%Q2 2021Q4 202311
Baker Ellis Asset Management LLC 11110.06%0.07%0.08%Q1 2021Q3 202311
Key FInancial Inc 10100.04%0.05%0.07%Q2 2021Q3 202310
STIFEL FINANCIAL CORP 10100.00%0.00%0.00%Q1 2021Q2 202310
IFP Advisors, Inc 730.00%0.00%0.00%Q4 2020Q3 202310
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q1 2019Q3 20239
Financial Architects, Inc 990.01%0.01%0.02%Q2 2018Q2 20209
InterOcean Capital, LLC 990.06%0.26%0.47%Q2 2018Q2 20209
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.01%Q3 2018Q4 20229
TELEMUS CAPITAL, LLC 880.02%0.03%0.03%Q3 2021Q2 20238
HARBOUR INVESTMENTS, INC. 530.00%0.00%0.00%Q1 2021Q2 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
SIMPLEX TRADING, LLC 410.00%0.00%0.00%Q1 2020Q2 20238
Parallax Volatility Advisers, L.P. 510.00%0.00%0.00%Q2 2018Q3 20217
Advisor Group, Inc. 770.00%0.00%0.00%Q2 2018Q4 20197
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
Virtu Financial LLC 770.04%0.17%0.36%Q2 2018Q4 20197
FRANKLIN RESOURCES INC 660.00%0.00%0.00%Q2 2018Q3 20196
Cutler Group LLC / CA 310.00%0.00%0.00%Q3 2021Q3 20236
Ghost Tree Capital, LLC 660.94%1.77%2.61%Q3 2018Q4 20196
OXFORD FINANCIAL GROUP, LTD. LLC 660.02%0.03%0.04%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 510.02%0.05%0.12%Q3 2021Q3 20236
Beacon Pointe Advisors, LLC 660.00%0.01%0.01%Q1 2022Q2 20236
Prospera Financial Services Inc 410.00%0.08%0.19%Q1 2020Q1 20226
Wealthcare Advisory Partners LLC 550.01%0.01%0.01%Q2 2018Q2 20195
Qube Research & Technologies Ltd 210.00%0.03%0.06%Q4 2019Q3 20235
PNC FINANCIAL SERVICES GROUP, INC. 550.00%0.00%0.00%Q2 2020Q2 20215
OPPENHEIMER & CO INC 550.00%0.01%0.01%Q2 2021Q2 20225
EVERGREEN CAPITAL MANAGEMENT LLC 550.38%0.43%0.49%Q1 2022Q1 20235
20/20 Capital Management, Inc. 550.12%0.14%0.17%Q1 2020Q1 20215
Atlas Private Wealth Management, LLC 550.05%0.06%0.07%Q1 2020Q1 20215
Geneos Wealth Management Inc. 410.00%0.00%0.00%Q3 2020Q3 20225
JMAC ENTERPRISES LLC 550.31%0.37%0.45%Q4 2021Q4 20225
Wagner Wealth Management, LLC 320.00%0.00%0.00%Q2 2021Q3 20225
NORTHERN TRUST CORP 320.00%0.00%0.00%Q3 2019Q4 20205
D.B. Root & Company, LLC 440.08%0.11%0.17%Q2 2020Q1 20214
NVWM, LLC 210.01%0.12%0.27%Q4 2020Q4 20224
Nalls Sherbakoff Group, LLC 310.03%0.04%0.08%Q4 2018Q3 20234
Cetera Advisors LLC 440.03%0.05%0.09%Q3 2020Q2 20214
Atria Wealth Solutions, Inc. 440.01%0.01%0.03%Q1 2022Q4 20224
Sowell Financial Services LLC 210.00%0.06%0.10%Q4 2020Q4 20213
Procyon Advisors, LLC 330.01%0.02%0.02%Q4 2019Q2 20203
Richard C. Young & CO., LTD. 330.12%0.12%0.13%Q4 2020Q2 20213
BARCLAYS PLC 330.00%0.00%0.00%Q1 2021Q3 20213
BREWIN DOLPHIN LTD 330.02%0.02%0.02%Q2 2020Q4 20203
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FMR LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PSI Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Stratos Wealth Advisors, LLC 220.06%0.19%0.32%Q1 2021Q2 20212
IMC-Chicago, LLC 110.00%0.00%0.01%Q1 2021Q3 20222
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q4 2022Q3 20232
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2023Q3 20232
Authentikos Wealth Advisory, LLC 110.01%0.38%0.75%Q1 2023Q3 20232
Altavista Wealth Management, Inc. 220.09%0.09%0.09%Q3 2021Q4 20212
NATIONAL BANK OF CANADA /FI/ 220.00%0.00%0.00%Q4 2021Q1 20222
AE Wealth Management LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Baird Financial Group, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Ameritas Investment Company, LLC 110.00%0.01%0.01%Q4 2018Q1 20212
Lunt Capital Management, Inc. 220.11%0.11%0.12%Q2 2023Q3 20232
Belvedere Advisors LLC 223.24%3.65%4.05%Q1 2019Q2 20192
Global Retirement Partners, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Solstein Capital, LLC 110.21%0.92%1.64%Q2 2019Q2 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Cornerstone Wealth Management, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Evermore Global Advisors, LLC 224.26%5.08%5.90%Q2 2018Q3 20182
CAPTRUST FINANCIAL ADVISORS 220.01%0.01%0.01%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2018Q3 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Cambridge Investment Research Advisors, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
WHITTIER TRUST CO 110.00%0.00%0.00%Q1 2022Q1 20221
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q3 2019Q3 20191
Hamilton Wealth, LLC 111.43%1.43%1.43%Q4 2018Q4 20181
CITIGROUP INC 110.00%0.00%0.00%Q3 2018Q3 20181
Empowered Funds, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Veritable, L.P. 110.00%0.00%0.00%Q4 2021Q4 20211
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q2 2022Q2 20221
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Beaumont Financial Partners, LLC 110.20%0.20%0.20%Q1 2020Q1 20201
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Sitrin Capital Management LLC 110.22%0.22%0.22%Q2 2018Q2 20181
Atria Investments, Inc 110.02%0.02%0.02%Q1 2020Q1 20201
B, B, H, & B INC. 110.02%0.02%0.02%Q4 2020Q4 20201
United Community Bank 110.58%0.58%0.58%Q3 2023Q3 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SCOTIA CAPITAL INC. 110.00%0.00%0.00%Q2 2022Q2 20221
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Avior Wealth Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Worth Asset Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Eagle Bay Advisors LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2020Q4 20201
External links

This page lists all the filers that currently own INVESCO CURRENCYSHARES SWISS or have owned INVESCO CURRENCYSHARES SWISS in the past.