SFS
FOXY

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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
PW
Paladin Wealth Arden Hills, Minnesota $172M AUM 18.26% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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.

9 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.
  • 9 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.