Gradient Investments LLC Makes New Investment in Simplify Currency Strategy ETF $FOXY

Gradient Investments LLC acquired a new position in shares of Simplify Currency Strategy ETF (NYSEARCA:FOXYFree Report) during the 2nd quarter, HoldingsChannel.com reports. The fund acquired 1,186,803 shares of the company’s stock, valued at approximately $35,355,000. Gradient Investments LLC owned 0.10% of Simplify Currency Strategy ETF as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Sound Income Strategies LLC bought a new stake in shares of Simplify Currency Strategy ETF in the fourth quarter valued at about $26,000. Decker Retirement Planning Inc. acquired a new stake in Simplify Currency Strategy ETF during the fourth quarter worth about $189,000. Kestra Private Wealth Services LLC acquired a new stake in Simplify Currency Strategy ETF during the fourth quarter worth about $208,000. CWM LLC increased its stake in Simplify Currency Strategy ETF by 1,446.6% during the fourth quarter. CWM LLC now owns 8,290 shares of the company’s stock valued at $226,000 after acquiring an additional 7,754 shares during the period. Finally, Lloyd Advisory Services LLC. bought a new position in Simplify Currency Strategy ETF during the fourth quarter valued at about $231,000.

Simplify Currency Strategy ETF Price Performance

Simplify Currency Strategy ETF stock opened at $28.24 on Friday. The business has a 50 day moving average price of $29.13 and a two-hundred day moving average price of $29.21. 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

(Free Report)

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.

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Institutional Ownership by Quarter for Simplify Currency Strategy ETF (NYSEARCA:FOXY)

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