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Brinker Capital Investments’s 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 $157M AUM 21.34% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $183M AUM 30.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Brinker Capital Investments sold out of 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 Bitcoin Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 9,658 Simplify Bitcoin Strategy ETF shares in Q4 2025, an estimated $268K.
  • Brinker Capital Investments first reported a position in Simplify Bitcoin Strategy ETF in Q2 2024 and held it in 4 quarters.
  • Brinker Capital Investments's Simplify Bitcoin Strategy ETF position peaked at $287K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q4 2025.

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