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Cape Investment Advisory’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Cape Investment Advisory’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 		$25 Buy
+3
New +$31 ﹤0.01% 1442
2026
Q1 		– Sell
-3
Closed -$43 – 784
2025
Q4 		$43 Hold
3
– – ﹤0.01% 1302
2025
Q3 		$83 Sell
3
-135
-98% -$4.15K ﹤0.01% 842
2025
Q2 		$4.15K Hold
138
– – ﹤0.01% 805
2025
Q1 		$2.76K Buy
+138
New +$3.5K ﹤0.01% 848

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cape Investment Advisory's MAXI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Simplify Bitcoin Strategy ETF (MAXI) in Q2 2026: 3 shares worth $25. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MAXI as recently as Q4 2025.

Cape Investment Advisory first reported a position in MAXI in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.15K in Q2 2025. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Cape Investment Advisory held 3 shares of Simplify Bitcoin Strategy ETF worth $25 as of Q2 2026.
  • Simplify Bitcoin Strategy ETF was a new Cape Investment Advisory position in Q2 2026.
  • Simplify Bitcoin Strategy ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1442 holding.
  • Cape Investment Advisory first reported a position in Simplify Bitcoin Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • Cape Investment Advisory's Simplify Bitcoin Strategy ETF position peaked at $4.15K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.