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FOXY

Simplify Currency Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.1M +$11.4M +406,813 New
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$6.8M +$3.49M +125,000 +100%
PIS
3
POM Investment Strategies
North Carolina
$3.27M +$3.36M +120,170 New
Citigroup
4
Citigroup
New York
$2.66M +$1.93M +69,000 +241%
KCM
5
Key Capital Management
Tennessee
$2.18M +$2.24M +80,274 New
PEA
6
Park Edge Advisors
Ohio
$2.12M -$73.4K -2,627 -3%
HBS
7
Howard Bailey Securities
Indiana
$1.74M +$1.79M +63,971 New
BCMLT
8
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M +$1.68M +60,062 New
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$1.39M +$1.43M +51,194 New
Bank of America
10
Bank of America
North Carolina
$1.39M
CW
11
CreativeOne Wealth
Kansas
$1.35M +$3.91K +140 +0.3%
FA
12
FSA Advisors
Michigan
$1.32M +$1.35M +48,479 New
AWA
13
Authentikos Wealth Advisory
California
$1.07M +$1.1M +39,316 New
PHS
14
Pekin Hardy Strauss
Illinois
$1.06M +$732K +26,200 +202%
EMAM
15
Encompass More Asset Management
California
$728K +$53.5K +1,917 +8%
BFAG
16
Blackston Financial Advisory Group
Florida
$670K +$688K +24,632 New
NA
17
Networth Advisors
Pennsylvania
$472K +$484K +17,341 New
LAS
18
Lloyd Advisory Services
Georgia
$231K +$237K +8,492 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$226K +$217K +7,754 +1,447%
KPWS
20
Kestra Private Wealth Services
Texas
$208K +$214K +7,645 New
DRP
21
Decker Retirement Planning
Utah
$189K +$194K +6,937 New
SIS
22
Sound Income Strategies
Florida
$25.6K +$25.9K +926 New
SAM
23
Simplify Asset Management
Nevada
-$9.3M -337,443 Closed
PS
24
Principal Securities
Iowa
-$7.58K -275 Closed