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FOXYFOXY
3 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

AE Wealth Management LLC holds 551,834 shares of FOXY (SIMPLIFY EXCHANGE TRADED FUN), worth $16.4M as of 2026-Q2. The position was increased (+7.8% shares). FOXY represents 0.1% of AE Wealth Management LLC's portfolio.

Current Value

$16.4M

Current Shares

551,834

Total Value Change

+$5.4M

Total Shares Change

+145,021

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
551,834
+7.8%
$16.4M0.1%$29.55
30
2026-Q1
Increased
512,020
+25.9%
$15M0.1%$28.37
35
2025-Q4
New
406,813
-
$11.1M0.1%$25.82
38

Other major holders of FOXY: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

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