AE Wealth Management’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

AE Wealth Management’s Portfolio MAXI Stock Details MAXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57	Hold	6	–	–	﹤0.01%	2575
2025 Q4	$84	Buy	6 +1	+20%	+$21	﹤0.01%	2437
2025 Q3	$144	Buy	+5	New	+$154	﹤0.01%	2261

Other funds holding MAXI

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's MAXI Position: Q1 2026 in Review

AE Wealth Management held its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) position steady in Q1 2026 at 6 shares worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

AE Wealth Management first reported a position in MAXI in Q3 2025 and has held it in 3 quarters since. The position peaked at $144 in Q3 2025. 17 funds tracked by Wall St. Rank hold MAXI as of Q1 2026.

AE Wealth Management held 6 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $57 as of Q1 2026.
AE Wealth Management left its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF share count unchanged in Q1 2026.
Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2575 holding.
AE Wealth Management first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q3 2025 and has held it in 3 quarters since.
AE Wealth Management's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $144 in Q3 2025.
17 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.