Belpointe Asset Management
FOXY icon

Belpointe Asset Management’s Simplify Currency Strategy ETF FOXY Stock Holding History

Belpointe Asset 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
Q3 		$484K Sell
18,098
-2,810
-13% -$79.2K 0.01% 757
2026
Q2 		$623K Buy
20,908
+1,656
+9% +$48.4K 0.02% 646
2026
Q1 		$563K Buy
+19,252
New +$557K 0.02% 650

Other funds holding FOXY

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Belpointe Asset Management's FOXY Position: Q3 2026 in Review

Belpointe Asset Management reduced its Simplify Currency Strategy ETF (FOXY) stake by 13% in Q3 2026, selling an estimated $79.2K and leaving 18,098 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #757.

Belpointe Asset Management first reported a position in FOXY in Q1 2026 and has held it in 3 quarters since. The position peaked at $623K in Q2 2026. 28 funds tracked by Wall St. Rank hold FOXY as of Q3 2026.

  • Belpointe Asset Management held 18,098 shares of Simplify Currency Strategy ETF worth $484K as of Q3 2026.
  • Belpointe Asset Management sold 2,810 Simplify Currency Strategy ETF shares in Q3 2026, an estimated $79.2K.
  • Simplify Currency Strategy ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #757 holding.
  • Belpointe Asset Management first reported a position in Simplify Currency Strategy ETF in Q1 2026 and has held it in 3 quarters since.
  • Belpointe Asset Management's Simplify Currency Strategy ETF position peaked at $623K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.