Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Simplify Currency Strategy ETF FOXY Stock Holding History

Carson Wealth (CWM LLC)’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 		$582K Buy
19,892
+11,602
+140% +$336K ﹤0.01% 1903
2025
Q4 		$226K Buy
8,290
+7,754
+1,447% +$217K ﹤0.01% 2468
2025
Q3 		$15K Buy
536
+460
+605% +$12.3K ﹤0.01% 4292
2025
Q2 		$2K Buy
+76
New +$1.95K ﹤0.01% 4957

Other funds holding FOXY

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
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
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FOXY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Simplify Currency Strategy ETF (FOXY) stake by 140% in Q1 2026, buying an estimated $336K and bringing the position to 19,892 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Carson Wealth (CWM LLC) first reported a position in FOXY in Q2 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold FOXY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,892 shares of Simplify Currency Strategy ETF worth $582K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,602 Simplify Currency Strategy ETF shares in Q1 2026, an estimated $336K.
  • Simplify Currency Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1903 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Currency Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.