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Napa Wealth Management’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Napa Wealth Management’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
2025
Q3 		$229K Buy
+8,245
New +$253K 0.11% 132
2025
Q2 		– Sell
-66,388
Closed -$1.33M – 158
2025
Q1 		$1.33M Buy
66,388
+8,355
+14% +$212K 0.75% 41
2024
Q4 		$1.55M Buy
58,033
+37,811
+187% +$1.02M 0.67% 33
2024
Q3 		$447K Buy
+20,222
New +$479K 0.21% 99

Other funds holding MAXI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Napa Wealth Management's MAXI Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q3 2025: 8,245 shares worth $229K. The stake represents 0.11% of the portfolio and ranks #132 among its holdings. This is a return to the name: Napa Wealth Management previously reported a position in MAXI as recently as Q1 2025.

Napa Wealth Management first reported a position in MAXI in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.55M in Q4 2024. 16 funds tracked by Wall St. Rank hold MAXI as of Q3 2025.

  • Napa Wealth Management held 8,245 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $229K as of Q3 2025.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF was a new Napa Wealth Management position in Q3 2025.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up 0.11% of Napa Wealth Management's portfolio in Q3 2025, its #132 holding.
  • Napa Wealth Management first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q3 2024 and has held it in 4 quarters since.
  • Napa Wealth Management's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $1.55M in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.