Caitlin John’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Caitlin John’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 Q1	$86	Sell	9 -507	-98%	-$6.02K	﹤0.01%	918
2025 Q4	$7.38K	Buy	516 +242	+88%	+$5.05K	﹤0.01%	584
2025 Q3	$7.61K	Buy	+274	New	+$8.42K	0.01%	534
2025 Q1	–	Sell	-122	Closed	-$3.27K	–	518
2024 Q4	$3.27K	Buy	122 +27	+28%	+$730	﹤0.01%	604
2024 Q3	$2.91K	Buy	95 +34	+56%	+$805	﹤0.01%	617
2024 Q2	$1.54K	Buy	61 +1	+2%	+$28	﹤0.01%	681
2024 Q1	$1.86K	Buy	60 +12	+25%	+$286	﹤0.01%	687
2023 Q4	$968	Buy	+48	New	+$958	﹤0.01%	762

Other funds holding MAXI

AWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

Caitlin John's MAXI Position: Q1 2026 in Review

Caitlin John reduced its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) stake by 98% in Q1 2026, selling an estimated $6.02K and leaving 9 shares worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Caitlin John first reported a position in MAXI in Q4 2023 and has held it in 8 quarters since. The position peaked at $7.61K in Q3 2025. 17 funds tracked by Wall St. Rank hold MAXI as of Q1 2026.

Caitlin John held 9 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $86 as of Q1 2026.
Caitlin John sold 507 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q1 2026, an estimated $6.02K.
Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #918 holding.
Caitlin John first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $7.61K in Q3 2025.
17 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.