Sowell Financial Services LLC Acquires 58,920 Shares of Simplify Currency Strategy ETF $FOXY

Sowell Financial Services LLC bought a new stake in Simplify Currency Strategy ETF (NYSEARCA:FOXY) during the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 58,920 shares of the company’s stock, valued at approximately $1,574,000.

Several other large investors have also made changes to their positions in FOXY. Montgomery Financial Services LLC acquired a new stake in shares of Simplify Currency Strategy ETF during the 2nd quarter worth about $29,000. Decker Retirement Planning Inc. lifted its holdings 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 valued at $262,000 after purchasing an additional 2,014 shares during the last quarter. Summit Global Investments bought a new position in Simplify Currency Strategy ETF during the 1st quarter valued at about $320,000. WealthCare Asset Management LLC acquired a new position in Simplify Currency Strategy ETF in the first quarter valued at about $385,000. Finally, SteelPeak Wealth LLC acquired a new position in Simplify Currency Strategy ETF in the third quarter valued at about $353,000.

Simplify Currency Strategy ETF Stock Down 0.4%

Shares of Simplify Currency Strategy ETF stock opened at $27.03 on Friday. Simplify Currency Strategy ETF has a 1-year low of $26.68 and a 1-year high of $32.20. The firm’s 50-day moving average price is $27.48 and its two-hundred day moving average price is $28.54.

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.