Key Capital Management’s Simplify Currency Strategy ETF FOXY Stock Holding History

Key Capital 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 Q3	$4.12M	Buy	154,243 +6,928	+5%	+$195K	1.51%	15
2026 Q2	$4.39M	Buy	147,315 +11,862	+9%	+$347K	2.26%	12
2026 Q1	$3.96M	Buy	135,453 +55,179	+69%	+$1.6M	2.62%	11
2025 Q4	$2.18M	Buy	+80,274	New	+$2.24M	2.16%	14

Other funds holding FOXY

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

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

Key Capital Management's FOXY Position: Q3 2026 in Review

Key Capital Management increased its Simplify Currency Strategy ETF (FOXY) stake by 4.7% in Q3 2026, buying an estimated $195K and bringing the position to 154,243 shares worth $4.12M. The position accounts for 1.51% of the portfolio, ranked #15.

Key Capital Management first reported a position in FOXY in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.39M in Q2 2026. 27 funds tracked by Wall St. Rank hold FOXY as of Q3 2026.

Key Capital Management held 154,243 shares of Simplify Currency Strategy ETF worth $4.12M as of Q3 2026.
Key Capital Management bought 6,928 Simplify Currency Strategy ETF shares in Q3 2026, an estimated $195K.
Simplify Currency Strategy ETF made up 1.51% of Key Capital Management's portfolio in Q3 2026, its #15 holding.
Key Capital Management first reported a position in Simplify Currency Strategy ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's Simplify Currency Strategy ETF position peaked at $4.39M in Q2 2026.
27 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.