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Comprehensive Financial Planning’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Comprehensive Financial Planning’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
Q3 		$358 Buy
+23
New +$262 ﹤0.01% 373

Other funds holding MAXI

Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Comprehensive Financial Planning's MAXI Position: Q3 2026 in Review

Comprehensive Financial Planning opened a new position in Simplify Bitcoin Strategy ETF (MAXI) in Q3 2026: 23 shares worth $358. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings.

6 funds tracked by Wall St. Rank hold MAXI as of Q3 2026.

  • Comprehensive Financial Planning held 23 shares of Simplify Bitcoin Strategy ETF worth $358 as of Q3 2026.
  • Simplify Bitcoin Strategy ETF was a new Comprehensive Financial Planning position in Q3 2026.
  • Simplify Bitcoin Strategy ETF made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q3 2026, its #373 holding.
  • 6 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q3 2026.

Based on Comprehensive Financial Planning's 13F filing for Q3 2026, filed 27 Oct 2026.