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Mather Group’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Mather Group’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 		$29.3K Sell
3,536
-3,596
-50% -$37.2K ﹤0.01% 1242
2026
Q1 		$68K Buy
+7,132
New +$84.6K ﹤0.01% 994

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
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

Mather Group's MAXI Position: Q2 2026 in Review

Mather Group reduced its Simplify Bitcoin Strategy ETF (MAXI) stake by 50% in Q2 2026, selling an estimated $37.2K and leaving 3,536 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Mather Group first reported a position in MAXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $68K in Q1 2026. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Mather Group held 3,536 shares of Simplify Bitcoin Strategy ETF worth $29.3K as of Q2 2026.
  • Mather Group sold 3,596 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $37.2K.
  • Simplify Bitcoin Strategy ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1242 holding.
  • Mather Group first reported a position in Simplify Bitcoin Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's Simplify Bitcoin Strategy ETF position peaked at $68K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.