Simplex Trading’s Simplify Exchange Traded Funds 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 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 $148M AUM 9.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Simplex Trading's MAXI Position: Q1 2026 in Review

Simplex Trading opened a new position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q1 2026: 15,728 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #4633 among its holdings. This is a return to the name: Simplex Trading previously reported a position in MAXI as recently as Q3 2025.

Simplex Trading first reported a position in MAXI in Q4 2023 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold MAXI as of Q1 2026.

Simplex Trading held 15,728 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $150K as of Q1 2026.
Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF was a new Simplex Trading position in Q1 2026.
Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4633 holding.
Simplex Trading first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q4 2023 and has held it in 7 quarters since.
17 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.