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

Brinker Capital Investments’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 Q4	–	Sell	-9,658	Closed	-$268K	–	2159
2025 Q3	$268K	Buy	9,658 +118	+1%	+$3.62K	﹤0.01%	1821
2025 Q2	$287K	Buy	+9,540	New	+$262K	﹤0.01%	1723
2025 Q1	–	Sell	-8,133	Closed	-$217K	–	1937
2024 Q4	$217K	Buy	+8,133	New	+$220K	﹤0.01%	1712
2024 Q3	–	Sell	-8,540	Closed	-$215K	–	1824
2024 Q2	$215K	Buy	+8,540	New	+$240K	﹤0.01%	1611

Other funds holding MAXI

AWA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MAWAG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments's MAXI Position: Q4 2025 in Review

Brinker Capital Investments sold out of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q4 2025, closing a stake of 9,658 shares — an estimated $268K sold.

Brinker Capital Investments first reported a position in MAXI in Q2 2024 and held it in 4 quarters. The position peaked at $287K in Q2 2025. 15 funds tracked by Wall St. Rank hold MAXI as of Q4 2025.

Brinker Capital Investments reported no remaining Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position as of Q4 2025 after selling out during the quarter.
Brinker Capital Investments sold 9,658 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q4 2025, an estimated $268K.
Brinker Capital Investments first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q2 2024 and held it in 4 quarters.
Brinker Capital Investments's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $287K in Q2 2025.
15 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q4 2025.

Based on Brinker Capital Investments's 13F filing for Q4 2025, filed 12 Feb 2026.