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
Q2 		$445K Buy
14,936
+3,982
+36% +$116K 0.02% 366
2026
Q1 		$320K Buy
+10,954
New +$317K 0.02% 405

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
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

Summit Global Investments's FOXY Position: Q2 2026 in Review

Summit Global Investments increased its Simplify Currency Strategy ETF (FOXY) stake by 36% in Q2 2026, buying an estimated $116K and bringing the position to 14,936 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #366.

Summit Global Investments first reported a position in FOXY in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold FOXY as of Q2 2026.

  • Summit Global Investments held 14,936 shares of Simplify Currency Strategy ETF worth $445K as of Q2 2026.
  • Summit Global Investments bought 3,982 Simplify Currency Strategy ETF shares in Q2 2026, an estimated $116K.
  • Simplify Currency Strategy ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #366 holding.
  • Summit Global Investments first reported a position in Simplify Currency Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.