Kestra Private Wealth Services
FOXY icon

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
Q3 		– Sell
-8,831
Closed -$263K – 1920
2026
Q2 		$263K Buy
8,831
+1,016
+13% +$29.7K ﹤0.01% 1563
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Kestra Private Wealth Services's FOXY Position: Q3 2026 in Review

Kestra Private Wealth Services sold out of Simplify Currency Strategy ETF (FOXY) in Q3 2026, closing a stake of 8,831 shares — an estimated $263K sold.

Kestra Private Wealth Services first reported a position in FOXY in Q4 2025 and held it in 3 quarters. The position peaked at $263K in Q2 2026. 31 funds tracked by Wall St. Rank hold FOXY as of Q3 2026.

  • Kestra Private Wealth Services reported no remaining Simplify Currency Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 8,831 Simplify Currency Strategy ETF shares in Q3 2026, an estimated $263K.
  • Kestra Private Wealth Services first reported a position in Simplify Currency Strategy ETF in Q4 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's Simplify Currency Strategy ETF position peaked at $263K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.