LAS
FOXY

Lloyd Advisory Services’s Simplify Currency Strategy ETF FOXY Stock Holding History

Lloyd Advisory 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
Q2 		$490K Buy
+16,446
New +$481K 0.19% 64
2026
Q1 		– Sell
-8,492
Closed -$231K – 1070
2025
Q4 		$231K Buy
+8,492
New +$237K 0.09% 104

Other funds holding FOXY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Lloyd Advisory Services's FOXY Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Simplify Currency Strategy ETF (FOXY) in Q2 2026: 16,446 shares worth $490K. The stake represents 0.19% of the portfolio and ranks #64 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FOXY as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FOXY in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FOXY as of Q2 2026.

  • Lloyd Advisory Services held 16,446 shares of Simplify Currency Strategy ETF worth $490K as of Q2 2026.
  • Simplify Currency Strategy ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Simplify Currency Strategy ETF made up 0.19% of Lloyd Advisory Services's portfolio in Q2 2026, its #64 holding.
  • Lloyd Advisory Services first reported a position in Simplify Currency Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.