CJ
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Caitlin John’s 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
Q2 		– Sell
-9
Closed -$86 – 1034
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 $157M AUM 21.34% 1-Year Est. Return
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

Caitlin John's MAXI Position: Q2 2026 in Review

Caitlin John sold out of Simplify Bitcoin Strategy ETF (MAXI) in Q2 2026, closing a stake of 9 shares — an estimated $86 sold.

Caitlin John first reported a position in MAXI in Q4 2023 and held it in 8 quarters. The position peaked at $7.61K in Q3 2025. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Caitlin John reported no remaining Simplify Bitcoin Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Caitlin John sold 9 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $86.
  • Caitlin John first reported a position in Simplify Bitcoin Strategy ETF in Q4 2023 and held it in 8 quarters.
  • Caitlin John's Simplify Bitcoin Strategy ETF position peaked at $7.61K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.