KPWS
FOXY

Kestra Private Wealth Services’s Simplify Currency Strategy ETF FOXY Stock Holding History

Kestra Private Wealth Services’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 		$229K Buy
7,815
+170
+2% +$4.92K ﹤0.01% 1581
2025
Q4 		$208K Buy
+7,645
New +$214K ﹤0.01% 1581

Other funds holding FOXY

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $397M AUM 11.67% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PS
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Kestra Private Wealth Services's FOXY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Simplify Currency Strategy ETF (FOXY) stake by 2.2% in Q1 2026, buying an estimated $4.92K and bringing the position to 7,815 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Kestra Private Wealth Services first reported a position in FOXY in Q4 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold FOXY as of Q1 2026.

  • Kestra Private Wealth Services held 7,815 shares of Simplify Currency Strategy ETF worth $229K as of Q1 2026.
  • Kestra Private Wealth Services bought 170 Simplify Currency Strategy ETF shares in Q1 2026, an estimated $4.92K.
  • Simplify Currency Strategy ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1581 holding.
  • Kestra Private Wealth Services first reported a position in Simplify Currency Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.