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 Q3	$63.3K	Buy	4,213 +677	+19%	+$7.71K	﹤0.01%	1087
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

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Mather Group's MAXI Position: Q3 2026 in Review

Mather Group increased its Simplify Bitcoin Strategy ETF (MAXI) stake by 19% in Q3 2026, buying an estimated $7.71K and bringing the position to 4,213 shares worth $63.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Mather Group first reported a position in MAXI in Q1 2026 and has held it in 3 quarters since. The position peaked at $68K in Q1 2026. 3 funds tracked by Wall St. Rank hold MAXI as of Q3 2026.

Mather Group held 4,213 shares of Simplify Bitcoin Strategy ETF worth $63.3K as of Q3 2026.
Mather Group bought 677 Simplify Bitcoin Strategy ETF shares in Q3 2026, an estimated $7.71K.
Simplify Bitcoin Strategy ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1087 holding.
Mather Group first reported a position in Simplify Bitcoin Strategy ETF in Q1 2026 and has held it in 3 quarters since.
Mather Group's Simplify Bitcoin Strategy ETF position peaked at $68K in Q1 2026.
3 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.