CW
FOXY

CreativeOne Wealth’s Simplify Currency Strategy ETF FOXY Stock Holding History

CreativeOne Wealth’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 		$3.26M Buy
111,364
+61,640
+124% +$1.78M 0.08% 253
2025
Q4 		$1.35M Buy
49,724
+140
+0.3% +$3.91K 0.03% 440
2025
Q3 		$1.37M Buy
49,584
+38,218
+336% +$1.02M 0.03% 435
2025
Q2 		$297K Buy
+11,366
New +$292K 0.01% 922

Other funds holding FOXY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
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 $364M AUM 17.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M 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
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

CreativeOne Wealth's FOXY Position: Q1 2026 in Review

CreativeOne Wealth increased its Simplify Currency Strategy ETF (FOXY) stake by 124% in Q1 2026, buying an estimated $1.78M and bringing the position to 111,364 shares worth $3.26M. The position accounts for 0.08% of the portfolio, ranked #253.

CreativeOne Wealth 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.

  • CreativeOne Wealth held 111,364 shares of Simplify Currency Strategy ETF worth $3.26M as of Q1 2026.
  • CreativeOne Wealth bought 61,640 Simplify Currency Strategy ETF shares in Q1 2026, an estimated $1.78M.
  • Simplify Currency Strategy ETF made up 0.08% of CreativeOne Wealth's portfolio in Q1 2026, its #253 holding.
  • CreativeOne Wealth 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 CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.