Carson Wealth (CWM LLC)
MAXI icon

Carson Wealth (CWM LLC)’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.53K Buy
161
+2
+1% +$24 ﹤0.01% 5331
2025
Q4 		$2K Buy
159
+20
+14% +$417 ﹤0.01% 5101
2025
Q3 		$4K Buy
139
+13
+10% +$399 ﹤0.01% 4828
2025
Q2 		$4K Buy
126
+5
+4% +$137 ﹤0.01% 4693
2025
Q1 		$2K Buy
121
+1
+0.8% +$25 ﹤0.01% 4778
2024
Q4 		$3K Buy
120
+19
+19% +$514 ﹤0.01% 4421
2024
Q3 		$2K Buy
+101
New +$2.39K ﹤0.01% 4420

Other funds holding MAXI

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Jane Street
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
CA
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
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MAXI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) stake by 1.3% in Q1 2026, buying an estimated $24 and bringing the position to 161 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #5331.

Carson Wealth (CWM LLC) first reported a position in MAXI in Q3 2024 and has held it in 7 quarters since. The position peaked at $4K in Q3 2025. 17 funds tracked by Wall St. Rank hold MAXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 161 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $1.53K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q1 2026, an estimated $24.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5331 holding.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $4K 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.