WW
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Winnow Wealth’s Simplify Currency Strategy ETF FOXY Stock Holding History

Winnow Wealth’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
Q3 		$852K Buy
+31,896
New +$899K 0.56% 60

Other funds holding FOXY

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

Winnow Wealth's FOXY Position: Q3 2026 in Review

Winnow Wealth opened a new position in Simplify Currency Strategy ETF (FOXY) in Q3 2026: 31,896 shares worth $852K. The stake represents 0.56% of the portfolio and ranks #60 among its holdings.

7 funds tracked by Wall St. Rank hold FOXY as of Q3 2026.

  • Winnow Wealth held 31,896 shares of Simplify Currency Strategy ETF worth $852K as of Q3 2026.
  • Simplify Currency Strategy ETF was a new Winnow Wealth position in Q3 2026.
  • Simplify Currency Strategy ETF made up 0.56% of Winnow Wealth's portfolio in Q3 2026, its #60 holding.
  • 7 funds tracked by Wall St. Rank held Simplify Currency Strategy ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.