Mosley Wealth Management
FOXY icon

Mosley Wealth Management’s Simplify Currency Strategy ETF FOXY Stock Holding History

Mosley Wealth 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 		$1.2M Buy
43,796
+21,533
+97% +$607K 0.35% 57
2026
Q2 		$663K Buy
+22,263
New +$651K 0.21% 81

Other funds holding FOXY

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Paladin Wealth
Paladin Wealth Arden Hills, Minnesota $185M AUM 12.33% 1-Year Est. Return

Mosley Wealth Management's FOXY Position: Q3 2026 in Review

Mosley Wealth Management increased its Simplify Currency Strategy ETF (FOXY) stake by 97% in Q3 2026, buying an estimated $607K and bringing the position to 43,796 shares worth $1.2M. The position accounts for 0.35% of the portfolio, ranked #57.

Mosley Wealth Management first reported a position in FOXY in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold FOXY as of Q3 2026.

  • Mosley Wealth Management held 43,796 shares of Simplify Currency Strategy ETF worth $1.2M as of Q3 2026.
  • Mosley Wealth Management bought 21,533 Simplify Currency Strategy ETF shares in Q3 2026, an estimated $607K.
  • Simplify Currency Strategy ETF made up 0.35% of Mosley Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Mosley Wealth Management first reported a position in Simplify Currency Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.