Osaic Holdings
MAXI icon

Osaic Holdings’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Osaic Holdings’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 		$17 Sell
2
-2,991
-100% -$31K ﹤0.01% 7930
2026
Q1 		$28.5K Buy
2,993
+445
+17% +$5.28K ﹤0.01% 5620
2025
Q4 		$36.4K Buy
2,548
+245
+11% +$5.11K ﹤0.01% 5462
2025
Q3 		$64K Buy
2,303
+401
+21% +$12.3K ﹤0.01% 5143
2025
Q2 		$57.1K Buy
+1,902
New +$52.2K ﹤0.01% 4957
2025
Q1 		– Sell
-743
Closed -$19.9K – 7608
2024
Q4 		$19.9K Buy
743
+381
+105% +$10.3K ﹤0.01% 5350
2024
Q3 		$8K Sell
362
-27
-7% -$639 ﹤0.01% 5953
2024
Q2 		$9.79K Buy
+389
New +$10.9K ﹤0.01% 5811

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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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's MAXI Position: Q2 2026 in Review

Osaic Holdings reduced its Simplify Bitcoin Strategy ETF (MAXI) stake by 100% in Q2 2026, selling an estimated $31K and leaving 2 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #7930.

Osaic Holdings first reported a position in MAXI in Q2 2024 and has held it in 8 quarters since. The position peaked at $64K in Q3 2025. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Osaic Holdings held 2 shares of Simplify Bitcoin Strategy ETF worth $17 as of Q2 2026.
  • Osaic Holdings sold 2,991 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $31K.
  • Simplify Bitcoin Strategy ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7930 holding.
  • Osaic Holdings first reported a position in Simplify Bitcoin Strategy ETF in Q2 2024 and has held it in 8 quarters since.
  • Osaic Holdings's Simplify Bitcoin Strategy ETF position peaked at $64K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.