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AE Wealth Management’s 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
Q2 		$51 Hold
6
– – ﹤0.01% 2643
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 $157M AUM 21.34% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's MAXI Position: Q2 2026 in Review

AE Wealth Management held its Simplify Bitcoin Strategy ETF (MAXI) position steady in Q2 2026 at 6 shares worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

AE Wealth Management first reported a position in MAXI in Q3 2025 and has held it in 4 quarters since. The position peaked at $144 in Q3 2025. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • AE Wealth Management held 6 shares of Simplify Bitcoin Strategy ETF worth $51 as of Q2 2026.
  • AE Wealth Management left its Simplify Bitcoin Strategy ETF share count unchanged in Q2 2026.
  • Simplify Bitcoin Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2643 holding.
  • AE Wealth Management first reported a position in Simplify Bitcoin Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's Simplify Bitcoin Strategy ETF position peaked at $144 in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.