MCM
MAXI icon

MAI Capital Management’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

MAI Capital Management’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 		– Sell
-950
Closed -$9.05K – 3615
2026
Q1 		$9.05K Hold
950
– – ﹤0.01% 3219
2025
Q4 		$13.6K Buy
+950
New +$19.8K ﹤0.01% 2711

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
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

MAI Capital Management's MAXI Position: Q2 2026 in Review

MAI Capital Management sold out of Simplify Bitcoin Strategy ETF (MAXI) in Q2 2026, closing a stake of 950 shares — an estimated $9.05K sold.

MAI Capital Management first reported a position in MAXI in Q4 2025 and held it in 2 quarters. The position peaked at $13.6K in Q4 2025. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • MAI Capital Management reported no remaining Simplify Bitcoin Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 950 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $9.05K.
  • MAI Capital Management first reported a position in Simplify Bitcoin Strategy ETF in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Simplify Bitcoin Strategy ETF position peaked at $13.6K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.