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icono de FOXY

Simplify Currency Strategy ETF
FOXY

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MFS
26
Mattson Financial Services
Michigan
USD 835 k +USD 834 k +28,533 Nuevas
WAM
27
WealthCare Asset Management
Missouri
USD 795 k +USD 395 k +13,525 +103%
MWM
28
Mosley Wealth Management
California
USD 663 k +USD 651 k +22,263 Nuevas
Citadel Advisors
29
Citadel Advisors
Florida
USD 636 k +USD 624 k +21,361 Nuevas
Belpointe Asset Management
30
Belpointe Asset Management
Nevada
USD 623 k +USD 48.4 k +1,656 +9%
Maridea Wealth Management
31
Maridea Wealth Management
New York
USD 620 k +USD 608 k +20,799 Nuevas
LAS
32
Lloyd Advisory Services
Georgia
USD 490 k +USD 481 k +16,446 Nuevas
Altiora Financial Group
33
Altiora Financial Group
Ohio
USD 454 k +USD 63.6 k +2,174 +17%
Summit Global Investments
34
Summit Global Investments
Utah
USD 445 k +USD 116 k +3,982 +36%
Sowell Financial Services
35
Sowell Financial Services
Arkansas
USD 390 k +USD 382 k +13,075 Nuevas
&Partners
36
&Partners
Tennessee
USD 321 k +USD 315 k +10,792 Nuevas
DRP
37
Decker Retirement Planning
Utah
USD 266 k -USD 731 -25 -0.3%
NBC Securities
38
NBC Securities
Alabama
USD 265 k +USD 186 k +6,358 +250%
Kestra Private Wealth Services
39
Kestra Private Wealth Services
Texas
USD 263 k +USD 29.7 k +1,016 +13%
TAP
40
Tounjian Advisory Partners
Florida
USD 142 k +USD 140 k +4,782 Nuevas
PIS
41
POM Investment Strategies
North Carolina
USD 76.6 k -USD 106 k -3,633 -59%
Buck Wealth Strategies
42
Buck Wealth Strategies
Colorado
USD 29.5 k +USD 28.9 k +990 Nuevas
MFS
43
Montgomery Financial Services
Maryland
USD 28.8 k +USD 28.3 k +968 Nuevas
Steward Partners Investment Advisory
44
Steward Partners Investment Advisory
New York
USD 14.9 k +USD 14.6 k +500 Nuevas
Harbour Investments
45
Harbour Investments
Wisconsin
USD 5.51 k +USD 5.41 k +185 Nuevas
Global Retirement Partners
46
Global Retirement Partners
California
USD 5.36 k +USD 5.26 k +180 Nuevas
Sound Income Strategies
47
Sound Income Strategies
Florida
– -USD 9.42 k -315 Cerradas
RIA
48
Realta Investment Advisors
Delaware
– -USD 1.32 k -45 Cerradas
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