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Cambridge Advisors’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Cambridge Advisors’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 		$279K Buy
33,604
+872
+3% +$9.03K 0.05% 162
2026
Q1 		$312K Buy
32,732
+1,330
+4% +$15.8K 0.06% 151
2025
Q4 		$449K Buy
31,402
+9,948
+46% +$208K 0.09% 124
2025
Q3 		$596K Buy
21,454
+1,930
+10% +$59.3K 0.12% 111
2025
Q2 		$587K Buy
19,524
+581
+3% +$15.9K 0.12% 109
2025
Q1 		$379K Buy
18,943
+4,180
+28% +$106K 0.08% 128
2024
Q4 		$395K Buy
14,763
+2,100
+17% +$56.8K 0.09% 126
2024
Q3 		$280K Buy
12,663
+1,589
+14% +$37.6K 0.06% 149
2024
Q2 		$279K Buy
11,074
+419
+4% +$11.8K 0.06% 145
2024
Q1 		$329K Buy
10,655
+425
+4% +$10.1K 0.08% 136
2023
Q4 		$196K Buy
+10,230
New +$204K 0.05% 164

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
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

Cambridge Advisors's MAXI Position: Q2 2026 in Review

Cambridge Advisors increased its Simplify Bitcoin Strategy ETF (MAXI) stake by 2.7% in Q2 2026, buying an estimated $9.03K and bringing the position to 33,604 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #162.

Cambridge Advisors first reported a position in MAXI in Q4 2023 and has held it in 11 quarters since. The position peaked at $596K in Q3 2025. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Cambridge Advisors held 33,604 shares of Simplify Bitcoin Strategy ETF worth $279K as of Q2 2026.
  • Cambridge Advisors bought 872 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $9.03K.
  • Simplify Bitcoin Strategy ETF made up 0.05% of Cambridge Advisors's portfolio in Q2 2026, its #162 holding.
  • Cambridge Advisors first reported a position in Simplify Bitcoin Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • Cambridge Advisors's Simplify Bitcoin Strategy ETF position peaked at $596K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.