Simplex Trading
MAXI icon

Simplex Trading’s Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Simplex Trading’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 		– Sell
-15,728
Closed -$150K – 9903
2026
Q1 		$150K Buy
+15,728
New +$187K ﹤0.01% 4633
2025
Q4 		– Sell
-2
Closed – – 9424
2025
Q3 		$0 Sell
2
-137
-99% -$4.21K ﹤0.01% 9620
2025
Q2 		$4K Buy
139
+38
+38% +$1.04K ﹤0.01% 7860
2025
Q1 		$2K Buy
+101
New +$2.56K ﹤0.01% 8017
2024
Q3 		– Sell
-92
Closed -$2K – 9113
2024
Q2 		$2K Sell
92
-70
-43% -$1.97K ﹤0.01% 8302
2024
Q1 		$4K Buy
162
+44
+37% +$1.05K ﹤0.01% 8137
2023
Q4 		$2K Buy
+118
New +$2.35K ﹤0.01% 8299

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

Simplex Trading's MAXI Position: Q2 2026 in Review

Simplex Trading sold out of Simplify Bitcoin Strategy ETF (MAXI) in Q2 2026, closing a stake of 15,728 shares — an estimated $150K sold.

Simplex Trading first reported a position in MAXI in Q4 2023 and held it in 7 quarters. The position peaked at $150K in Q1 2026. 12 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

  • Simplex Trading reported no remaining Simplify Bitcoin Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 15,728 Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $150K.
  • Simplex Trading first reported a position in Simplify Bitcoin Strategy ETF in Q4 2023 and held it in 7 quarters.
  • Simplex Trading's Simplify Bitcoin Strategy ETF position peaked at $150K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.