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AlphaCore Capital’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

AlphaCore Capital’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
2025
Q2 		– Sell
-900
Closed -$18K – 1076
2025
Q1 		$18K Buy
+900
New +$22.8K ﹤0.01% 659

Other funds holding MAXI

CA
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaCore Capital's MAXI Position: Q2 2025 in Review

AlphaCore Capital sold out of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q2 2025, closing a stake of 900 shares — an estimated $18K sold.

AlphaCore Capital first reported a position in MAXI in Q1 2025 and held it in 1 quarter. The position peaked at $18K in Q1 2025. 11 funds tracked by Wall St. Rank hold MAXI as of Q2 2025.

  • AlphaCore Capital reported no remaining Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • AlphaCore Capital sold 900 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q2 2025, an estimated $18K.
  • AlphaCore Capital first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q1 2025 and held it in 1 quarter.
  • AlphaCore Capital's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $18K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q2 2025.

Based on AlphaCore Capital's 13F filing for Q2 2025, filed 12 Aug 2025.