AWA
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Authentikos Wealth Advisory’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Authentikos Wealth Advisory’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 		$1.15M Buy
139,149
+15,819
+13% +$164K 0.74% 35
2026
Q1 		$1.18M Buy
123,330
+42,280
+52% +$502K 0.79% 34
2025
Q4 		$1.16M Buy
+81,050
New +$1.69M 0.77% 34

Other funds holding MAXI

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Authentikos Wealth Advisory's MAXI Position: Q2 2026 in Review

Authentikos Wealth Advisory increased its Simplify Bitcoin Strategy ETF (MAXI) stake by 13% in Q2 2026, buying an estimated $164K and bringing the position to 139,149 shares worth $1.15M. The position accounts for 0.74% of the portfolio, ranked #35.

Authentikos Wealth Advisory first reported a position in MAXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2026. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Authentikos Wealth Advisory held 139,149 shares of Simplify Bitcoin Strategy ETF worth $1.15M as of Q2 2026.
  • Authentikos Wealth Advisory bought 15,819 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $164K.
  • Simplify Bitcoin Strategy ETF made up 0.74% of Authentikos Wealth Advisory's portfolio in Q2 2026, its #35 holding.
  • Authentikos Wealth Advisory first reported a position in Simplify Bitcoin Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Authentikos Wealth Advisory's Simplify Bitcoin Strategy ETF position peaked at $1.18M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.