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Orion Portfolio Solutions’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-8,133
Closed -$217K – 1937
2024
Q4 		$217K Buy
+8,133
New +$220K ﹤0.01% 1712
2024
Q3 		– Sell
-8,540
Closed -$215K – 1824
2024
Q2 		$215K Buy
+8,540
New +$240K ﹤0.01% 1611

Other funds holding MAXI

NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Orion Portfolio Solutions's MAXI Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q1 2025, closing a stake of 8,133 shares — an estimated $217K sold.

Orion Portfolio Solutions first reported a position in MAXI in Q2 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 14 funds tracked by Wall St. Rank hold MAXI as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,133 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q1 2025, an estimated $217K.
  • Orion Portfolio Solutions first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q2 2024 and held it in 2 quarters.
  • Orion Portfolio Solutions's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $217K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.