Winnacle Wealth LLC Acquires New Holdings in Simplify Currency Strategy ETF $FOXY

Winnacle Wealth LLC acquired a new stake in shares of Simplify Currency Strategy ETF (NYSEARCA:FOXY) during the third quarter, Holdings Channel.com reports. The fund acquired 31,896 shares of the company’s stock, valued at approximately $852,000.

Other institutional investors have also made changes to their positions in the company. Montgomery Financial Services LLC purchased a new position in shares of Simplify Currency Strategy ETF in the second quarter valued at $29,000. Decker Retirement Planning Inc. increased its stake in Simplify Currency Strategy ETF by 29.0% during the 1st quarter. Decker Retirement Planning Inc. now owns 8,951 shares of the company’s stock worth $262,000 after buying an additional 2,014 shares during the period. Summit Global Investments purchased a new stake in Simplify Currency Strategy ETF during the 1st quarter worth $320,000. WealthCare Asset Management LLC purchased a new stake in Simplify Currency Strategy ETF during the 1st quarter worth $385,000. Finally, Citadel Advisors LLC acquired a new position in Simplify Currency Strategy ETF in the 2nd quarter worth $636,000.

Simplify Currency Strategy ETF Trading Up 0.2%

Shares of FOXY stock opened at $27.80 on Thursday. The company’s fifty day moving average price is $27.59 and its two-hundred day moving average price is $28.64. Simplify Currency Strategy ETF has a 12 month low of $26.68 and a 12 month high of $32.20.

About Simplify Currency Strategy ETF

The Simplify Currency Strategy ETF (FOXY) is an exchange-traded fund that mostly invests in long global basket, short usd currency. The fund is an actively managed fund with long and short exposures in foreign currencies through forward contracts and swaps, as well as futures contracts. It employs a combination of mean-reversion strategy for G10 currencies and a carry strategy for emerging market currencies. FOXY was launched on Feb 3, 2025 and is issued by Simplify.