Mattson Financial Services’s Simplify Currency Strategy ETF FOXY Stock Holding History

Mattson Financial 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	$835K	Buy	+28,533	New	+$834K	0.17%	130

Other funds holding FOXY

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Mattson Financial Services's FOXY Position: Q2 2026 in Review

Mattson Financial Services opened a new position in Simplify Currency Strategy ETF (FOXY) in Q2 2026: 28,533 shares worth $835K. The stake represents 0.17% of the portfolio and ranks #130 among its holdings.

46 funds tracked by Wall St. Rank hold FOXY as of Q2 2026.

Mattson Financial Services held 28,533 shares of Simplify Currency Strategy ETF worth $835K as of Q2 2026.
Simplify Currency Strategy ETF was a new Mattson Financial Services position in Q2 2026.
Simplify Currency Strategy ETF made up 0.17% of Mattson Financial Services's portfolio in Q2 2026, its #130 holding.
46 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.