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
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

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

AE Wealth Management's FOXY Position: Q1 2026 in Review

AE Wealth Management increased its Simplify Currency Strategy ETF (FOXY) stake by 26% in Q1 2026, buying an estimated $3.05M and bringing the position to 512,020 shares worth $15M. 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 2 quarters since. 31 funds tracked by Wall St. Rank hold FOXY as of Q1 2026.

  • AE Wealth Management held 512,020 shares of Simplify Currency Strategy ETF worth $15M as of Q1 2026.
  • AE Wealth Management bought 105,207 Simplify Currency Strategy ETF shares in Q1 2026, an estimated $3.05M.
  • Simplify Currency Strategy ETF made up 0.08% of AE Wealth Management's portfolio in Q1 2026, its #241 holding.
  • AE Wealth Management first reported a position in Simplify Currency Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.