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

Montgomery 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	$28.8K	Buy	+968	New	+$28.3K	0.03%	98

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

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

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Simplify Currency Strategy ETF (FOXY) in Q2 2026: 968 shares worth $28.8K. The stake represents 0.03% of the portfolio and ranks #98 among its holdings.

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

Montgomery Financial Services held 968 shares of Simplify Currency Strategy ETF worth $28.8K as of Q2 2026.
Simplify Currency Strategy ETF was a new Montgomery Financial Services position in Q2 2026.
Simplify Currency Strategy ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #98 holding.
44 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.