SGI
FOXY

Summit Global Investments’s Simplify Currency Strategy ETF FOXY Stock Holding History

Summit Global Investments’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
Q1 		$320K Buy
+10,954
New +$317K 0.02% 405

Other funds holding FOXY

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $151M AUM
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Summit Global Investments's FOXY Position: Q1 2026 in Review

Summit Global Investments opened a new position in Simplify Currency Strategy ETF (FOXY) in Q1 2026: 10,954 shares worth $320K. The stake represents 0.02% of the portfolio and ranks #405 among its holdings.

31 funds tracked by Wall St. Rank hold FOXY as of Q1 2026.

  • Summit Global Investments held 10,954 shares of Simplify Currency Strategy ETF worth $320K as of Q1 2026.
  • Simplify Currency Strategy ETF was a new Summit Global Investments position in Q1 2026.
  • Simplify Currency Strategy ETF made up 0.02% of Summit Global Investments's portfolio in Q1 2026, its #405 holding.
  • 31 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.