Sowell Financial Services LLC Makes New $1.57 Million Investment in Simplify Currency Strategy ETF $FOXY

Sowell Financial Services LLC bought a new position in Simplify Currency Strategy ETF (NYSEARCA:FOXY) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 58,920 shares of the company’s stock, valued at approximately $1,574,000. Sowell Financial Services LLC owned 0.75% of Simplify Currency Strategy ETF at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of FOXY. Montgomery Financial Services LLC bought a new stake in Simplify Currency Strategy ETF in the 2nd quarter valued at $29,000. Decker Retirement Planning Inc. lifted its holdings in shares of 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 acquiring an additional 2,014 shares during the period. Summit Global Investments acquired a new stake in shares of Simplify Currency Strategy ETF during the 1st quarter valued at about $320,000. WealthCare Asset Management LLC acquired a new stake in shares of Simplify Currency Strategy ETF during the 1st quarter valued at about $385,000. Finally, SteelPeak Wealth LLC acquired a new stake in shares of Simplify Currency Strategy ETF during the 3rd quarter valued at about $353,000.

Simplify Currency Strategy ETF Price Performance

NYSEARCA FOXY opened at $27.03 on Friday. The company’s 50-day simple moving average is $27.48 and its 200 day simple moving average is $28.54. Simplify Currency Strategy ETF has a twelve month low of $26.68 and a twelve 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.