AWM
FOXY

AE Wealth Management’s Simplify Currency Strategy ETF FOXY Stock Holding History

AE Wealth Management’s Portfolio FOXY Stock Details FOXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
551,834
+39,814
+8% +$1.16M 0.08% 241
2026
Q1 		$15M Buy
512,020
+105,207
+26% +$3.05M 0.08% 241
2025
Q4 		$11.1M Buy
+406,813
New +$11.4M 0.06% 271

Other funds holding FOXY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

AE Wealth Management's FOXY Position: Q2 2026 in Review

AE Wealth Management increased its Simplify Currency Strategy ETF (FOXY) stake by 7.8% in Q2 2026, buying an estimated $1.16M and bringing the position to 551,834 shares worth $16.4M. The position accounts for 0.08% of the portfolio, ranked #241.

AE Wealth Management first reported a position in FOXY in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold FOXY as of Q2 2026.

  • AE Wealth Management held 551,834 shares of Simplify Currency Strategy ETF worth $16.4M as of Q2 2026.
  • AE Wealth Management bought 39,814 Simplify Currency Strategy ETF shares in Q2 2026, an estimated $1.16M.
  • Simplify Currency Strategy ETF made up 0.08% of AE Wealth Management's portfolio in Q2 2026, its #241 holding.
  • AE Wealth Management first reported a position in Simplify Currency Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.