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Old Mission Capital’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Old Mission Capital’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 		$429K Buy
51,720
+1,056
+2% +$10.9K 0.01% 787
2026
Q1 		$483K Buy
+50,664
New +$601K 0.01% 737
2025
Q2 		– Sell
-13,791
Closed -$276K – 1224
2025
Q1 		$276K Buy
+13,791
New +$350K ﹤0.01% 793

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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

Old Mission Capital's MAXI Position: Q2 2026 in Review

Old Mission Capital increased its Simplify Bitcoin Strategy ETF (MAXI) stake by 2.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 51,720 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #787.

Old Mission Capital first reported a position in MAXI in Q1 2025 and has held it in 3 quarters since. The position peaked at $483K in Q1 2026. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Old Mission Capital held 51,720 shares of Simplify Bitcoin Strategy ETF worth $429K as of Q2 2026.
  • Old Mission Capital bought 1,056 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $10.9K.
  • Simplify Bitcoin Strategy ETF made up 0.01% of Old Mission Capital's portfolio in Q2 2026, its #787 holding.
  • Old Mission Capital first reported a position in Simplify Bitcoin Strategy ETF in Q1 2025 and has held it in 3 quarters since.
  • Old Mission Capital's Simplify Bitcoin Strategy ETF position peaked at $483K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.