Paladin Wealth LLC Invests $1.32 Million in Simplify Currency Strategy ETF $FOXY

Paladin Wealth LLC bought a new stake in Simplify Currency Strategy ETF (NYSEARCA:FOXY) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 44,227 shares of the company’s stock, valued at approximately $1,318,000. Paladin Wealth LLC owned approximately 0.36% of Simplify Currency Strategy ETF as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Gradient Investments LLC acquired a new stake in Simplify Currency Strategy ETF in the second quarter valued at about $35,355,000. AE Wealth Management LLC acquired a new position in Simplify Currency Strategy ETF during the 4th quarter worth approximately $11,069,000. Bank of America Corp DE increased its position in Simplify Currency Strategy ETF by 441.2% during the 1st quarter. Bank of America Corp DE now owns 276,000 shares of the company’s stock worth $8,070,000 after purchasing an additional 225,000 shares during the period. BNP Paribas Financial Markets raised its stake in shares of Simplify Currency Strategy ETF by 100.0% during the 4th quarter. BNP Paribas Financial Markets now owns 250,000 shares of the company’s stock worth $6,802,000 after buying an additional 125,000 shares in the last quarter. Finally, Elevated Capital Advisors LLC purchased a new position in shares of Simplify Currency Strategy ETF during the 1st quarter worth approximately $7,132,000.

Simplify Currency Strategy ETF Price Performance

FOXY opened at $28.26 on Tuesday. The business has a 50 day simple moving average of $29.11 and a 200-day simple moving average of $29.22. Simplify Currency Strategy ETF has a 12 month low of $26.40 and a 12 month high of $32.20.

Simplify Currency Strategy ETF Company Profile

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.