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Mather Group’s Simplify Exchange Traded Funds 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
Q1 		$68K Buy
+7,132
New +$84.6K ﹤0.01% 994

Other funds holding MAXI

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mather Group's MAXI Position: Q1 2026 in Review

Mather Group opened a new position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q1 2026: 7,132 shares worth $68K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings.

17 funds tracked by Wall St. Rank hold MAXI as of Q1 2026.

  • Mather Group held 7,132 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $68K as of Q1 2026.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF was a new Mather Group position in Q1 2026.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #994 holding.
  • 17 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.