Sound Income Strategies’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Sound Income Strategies’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	-1,000	Closed	-$9.59K	–	1599
2026 Q1	$9.59K	Buy	+1,000	New	+$11.9K	﹤0.01%	1525
2025 Q2	–	Sell	-300	Closed	-$6.01K	–	1666
2025 Q1	$6.01K	Buy	+300	New	+$7.61K	﹤0.01%	1021

Other funds holding MAXI

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

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Sound Income Strategies's MAXI Position: Q2 2026 in Review

Sound Income Strategies sold out of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q2 2026, closing a stake of 1,000 shares — an estimated $9.59K sold.

Sound Income Strategies first reported a position in MAXI in Q1 2025 and held it in 2 quarters. The position peaked at $9.59K in Q1 2026. 5 funds tracked by Wall St. Rank hold MAXI as of Q2 2026.

Sound Income Strategies reported no remaining Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,000 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q2 2026, an estimated $9.59K.
Sound Income Strategies first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q1 2025 and held it in 2 quarters.
Sound Income Strategies's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $9.59K in Q1 2026.
5 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.