PS
FOXY

Principal Securities’s Simplify Currency Strategy ETF FOXY Stock Holding History

Principal Securities’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 		$6.37M Buy
213,835
+67,713
+46% +$1.98M 0.08% 230
2026
Q1 		$4.27M Buy
+146,122
New +$4.23M 0.06% 295
2025
Q4 		– Sell
-275
Closed -$7.58K – 3697
2025
Q3 		$7.58K Hold
275
– – ﹤0.01% 2821
2025
Q2 		$7.18K Buy
+275
New +$7.06K ﹤0.01% 2758

Other funds holding FOXY

GI
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
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Citigroup
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
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
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Principal Securities's FOXY Position: Q2 2026 in Review

Principal Securities increased its Simplify Currency Strategy ETF (FOXY) stake by 46% in Q2 2026, buying an estimated $1.98M and bringing the position to 213,835 shares worth $6.37M. The position accounts for 0.08% of the portfolio, ranked #230.

Principal Securities first reported a position in FOXY in Q2 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold FOXY as of Q2 2026.

  • Principal Securities held 213,835 shares of Simplify Currency Strategy ETF worth $6.37M as of Q2 2026.
  • Principal Securities bought 67,713 Simplify Currency Strategy ETF shares in Q2 2026, an estimated $1.98M.
  • Simplify Currency Strategy ETF made up 0.08% of Principal Securities's portfolio in Q2 2026, its #230 holding.
  • Principal Securities first reported a position in Simplify Currency Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.