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

Envestnet 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 Q1	$2.26M	Buy	+77,211	New	+$2.23M	﹤0.01%	2931

Other funds holding FOXY

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management's FOXY Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Simplify Currency Strategy ETF (FOXY) in Q1 2026: 77,211 shares worth $2.26M. The stake represents ﹤0.01% of the portfolio and ranks #2931 among its holdings.

31 funds tracked by Wall St. Rank hold FOXY as of Q1 2026.

Envestnet Asset Management held 77,211 shares of Simplify Currency Strategy ETF worth $2.26M as of Q1 2026.
Simplify Currency Strategy ETF was a new Envestnet Asset Management position in Q1 2026.
Simplify Currency Strategy ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2931 holding.
31 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.