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Mid-American Wealth Advisory Group’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Mid-American Wealth Advisory 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 		$609K Buy
73,431
+55,738
+315% +$577K 0.22% 47
2026
Q1 		$253K Hold
17,693
– – 0.11% 52
2025
Q4 		$253K Buy
17,693
+4,341
+33% +$90.6K 0.11% 52
2025
Q3 		$371K Buy
13,352
+3,049
+30% +$93.6K 0.17% 41
2025
Q2 		$310K Buy
+10,303
New +$283K 0.15% 44

Other funds holding MAXI

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
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

Mid-American Wealth Advisory Group's MAXI Position: Q2 2026 in Review

Mid-American Wealth Advisory Group increased its Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) stake by 315% in Q2 2026, buying an estimated $577K and bringing the position to 73,431 shares worth $609K. The position accounts for 0.22% of the portfolio, ranked #47.

Mid-American Wealth Advisory Group first reported a position in MAXI in Q2 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Mid-American Wealth Advisory Group held 73,431 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $609K as of Q2 2026.
  • Mid-American Wealth Advisory Group bought 55,738 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $577K.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up 0.22% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #47 holding.
  • Mid-American Wealth Advisory Group first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 5 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.