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Marshall Financial Group (Maryland)’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Marshall Financial Group (Maryland)’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 		$392K Sell
47,251
-180
-0.4% -$1.86K 0.06% 230
2026
Q1 		$452K Buy
+47,431
New +$563K 0.07% 209

Other funds holding MAXI

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 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
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MAXI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) stake by 0.38% in Q2 2026, selling an estimated $1.86K and leaving 47,251 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #230.

Marshall Financial Group (Maryland) first reported a position in MAXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $452K in Q1 2026. 5 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Marshall Financial Group (Maryland) held 47,251 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $392K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 180 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $1.86K.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #230 holding.
  • Marshall Financial Group (Maryland) first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Marshall Financial Group (Maryland)'s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $452K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.