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Luminist Capital’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Luminist Capital’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 		$52.8K Buy
6,413
+2,990
+87% +$30.9K 0.06% 92
2026
Q1 		$32.6K Buy
3,423
+893
+35% +$10.6K 0.04% 70
2025
Q4 		$36.2K Buy
2,530
+1,075
+74% +$22.4K 0.04% 88
2025
Q3 		$42.2K Buy
1,455
+614
+73% +$18.9K 0.04% 122
2025
Q2 		$25K Buy
841
+27
+3% +$741 0.02% 121
2025
Q1 		$17.1K Buy
814
+180
+28% +$4.57K 0.02% 105
2024
Q4 		$17K Buy
+634
New +$17.1K 0.03% 100

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
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

Luminist Capital's MAXI Position: Q2 2026 in Review

Luminist Capital increased its Simplify Bitcoin Strategy ETF (MAXI) stake by 87% in Q2 2026, buying an estimated $30.9K and bringing the position to 6,413 shares worth $52.8K. The position accounts for 0.06% of the portfolio, ranked #92.

Luminist Capital first reported a position in MAXI in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Luminist Capital held 6,413 shares of Simplify Bitcoin Strategy ETF worth $52.8K as of Q2 2026.
  • Luminist Capital bought 2,990 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $30.9K.
  • Simplify Bitcoin Strategy ETF made up 0.06% of Luminist Capital's portfolio in Q2 2026, its #92 holding.
  • Luminist Capital first reported a position in Simplify Bitcoin Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.