Gradient Investments’s Simplify Currency Strategy ETF FOXY Stock Holding History

Gradient Investments’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	$44.9M	Buy	1,679,257 +492,454	+41%	+$13.9M	0.64%	43
2026 Q2	$35.4M	Buy	+1,186,803	New	+$34.7M	0.49%	60

Other funds holding FOXY

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Gradient Investments's FOXY Position: Q3 2026 in Review

Gradient Investments increased its Simplify Currency Strategy ETF (FOXY) stake by 41% in Q3 2026, buying an estimated $13.9M and bringing the position to 1,679,257 shares worth $44.9M. The position accounts for 0.64% of the portfolio, ranked #43.

Gradient Investments first reported a position in FOXY in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold FOXY as of Q3 2026.

Gradient Investments held 1,679,257 shares of Simplify Currency Strategy ETF worth $44.9M as of Q3 2026.
Gradient Investments bought 492,454 Simplify Currency Strategy ETF shares in Q3 2026, an estimated $13.9M.
Simplify Currency Strategy ETF made up 0.64% of Gradient Investments's portfolio in Q3 2026, its #43 holding.
Gradient Investments first reported a position in Simplify Currency Strategy ETF in Q2 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.