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

Sowell 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	$390K	Buy	+13,075	New	+$382K	0.01%	759

Other funds holding FOXY

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

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

Sowell Financial Services opened a new position in Simplify Currency Strategy ETF (FOXY) in Q2 2026: 13,075 shares worth $390K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings.

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

Sowell Financial Services held 13,075 shares of Simplify Currency Strategy ETF worth $390K as of Q2 2026.
Simplify Currency Strategy ETF was a new Sowell Financial Services position in Q2 2026.
Simplify Currency Strategy ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #759 holding.
46 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.