RIA
FOXY

Realta Investment Advisors’s Simplify Currency Strategy ETF FOXY Stock Holding History

Realta Investment 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
Q2 		– Sell
-45
Closed -$1.32K – 418
2026
Q1 		$1.32K Buy
+45
New +$1.3K ﹤0.01% 346

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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Realta Investment Advisors's FOXY Position: Q2 2026 in Review

Realta Investment Advisors sold out of Simplify Currency Strategy ETF (FOXY) in Q2 2026, closing a stake of 45 shares — an estimated $1.32K sold.

Realta Investment Advisors first reported a position in FOXY in Q1 2026 and held it in 1 quarter. The position peaked at $1.32K in Q1 2026. 28 funds tracked by Wall St. Rank hold FOXY as of Q2 2026.

  • Realta Investment Advisors reported no remaining Simplify Currency Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 45 Simplify Currency Strategy ETF shares in Q2 2026, an estimated $1.32K.
  • Realta Investment Advisors first reported a position in Simplify Currency Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Realta Investment Advisors's Simplify Currency Strategy ETF position peaked at $1.32K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.