Mather Group’s Simplify Currency Strategy ETF FOXY Stock Holding History

Mather Group’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	$812K	Buy	30,387 +2,015	+7%	+$56.8K	0.01%	427
2026 Q2	$845K	Sell	28,372 -9,010	-24%	-$263K	0.01%	412
2026 Q1	$1.09M	Buy	+37,382	New	+$1.08M	0.01%	316

Other funds holding FOXY

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

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

MWM

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

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

DRP

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

Mather Group's FOXY Position: Q3 2026 in Review

Mather Group increased its Simplify Currency Strategy ETF (FOXY) stake by 7.1% in Q3 2026, buying an estimated $56.8K and bringing the position to 30,387 shares worth $812K. The position accounts for 0.01% of the portfolio, ranked #427.

Mather Group first reported a position in FOXY in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2026. 7 funds tracked by Wall St. Rank hold FOXY as of Q3 2026.

Mather Group held 30,387 shares of Simplify Currency Strategy ETF worth $812K as of Q3 2026.
Mather Group bought 2,015 Simplify Currency Strategy ETF shares in Q3 2026, an estimated $56.8K.
Simplify Currency Strategy ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #427 holding.
Mather Group first reported a position in Simplify Currency Strategy ETF in Q1 2026 and has held it in 3 quarters since.
Mather Group's Simplify Currency Strategy ETF position peaked at $1.09M in Q1 2026.
7 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.