BCMLT
FOXY

Beacon Capital Management LLC (Tennessee)’s Simplify Currency Strategy ETF FOXY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$1.28M Sell
43,066
-12,939
-23% -$378K 0.19% 53
2026
Q1 		$1.64M Sell
56,005
-4,057
-7% -$117K 0.29% 37
2025
Q4 		$1.63M Buy
+60,062
New +$1.68M 0.25% 35

Other funds holding FOXY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s FOXY Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Simplify Currency Strategy ETF (FOXY) stake by 23% in Q2 2026, selling an estimated $378K and leaving 43,066 shares worth $1.28M. The position accounts for 0.19% of the portfolio, ranked #53.

Beacon Capital Management LLC (Tennessee) first reported a position in FOXY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.64M in Q1 2026. 28 funds tracked by Wall St. Rank hold FOXY as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 43,066 shares of Simplify Currency Strategy ETF worth $1.28M as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 12,939 Simplify Currency Strategy ETF shares in Q2 2026, an estimated $378K.
  • Simplify Currency Strategy ETF made up 0.19% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #53 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Simplify Currency Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Simplify Currency Strategy ETF position peaked at $1.64M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.