Networth Advisors
FOXY icon

Networth Advisors’s Simplify Currency Strategy ETF FOXY Stock Holding History

Networth Advisors’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 		$917K Buy
34,302
+2,610
+8% +$73.6K 0.53% 34
2026
Q2 		$944K Buy
31,692
+1,603
+5% +$46.9K 0.55% 34
2026
Q1 		$880K Buy
30,089
+12,748
+74% +$369K 0.62% 29
2025
Q4 		$472K Buy
+17,341
New +$484K 0.35% 42

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

Networth Advisors's FOXY Position: Q3 2026 in Review

Networth Advisors increased its Simplify Currency Strategy ETF (FOXY) stake by 8.2% in Q3 2026, buying an estimated $73.6K and bringing the position to 34,302 shares worth $917K. The position accounts for 0.53% of the portfolio, ranked #34.

Networth Advisors first reported a position in FOXY in Q4 2025 and has held it in 4 quarters since. The position peaked at $944K in Q2 2026. 30 funds tracked by Wall St. Rank hold FOXY as of Q3 2026.

  • Networth Advisors held 34,302 shares of Simplify Currency Strategy ETF worth $917K as of Q3 2026.
  • Networth Advisors bought 2,610 Simplify Currency Strategy ETF shares in Q3 2026, an estimated $73.6K.
  • Simplify Currency Strategy ETF made up 0.53% of Networth Advisors's portfolio in Q3 2026, its #34 holding.
  • Networth Advisors first reported a position in Simplify Currency Strategy ETF in Q4 2025 and has held it in 4 quarters since.
  • Networth Advisors's Simplify Currency Strategy ETF position peaked at $944K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.