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Summit Financial’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Summit Financial’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
Q4 		– Sell
-22,031
Closed -$612K – 1315
2025
Q3 		$612K Buy
+22,031
New +$677K 0.01% 827

Other funds holding MAXI

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Financial's MAXI Position: Q4 2025 in Review

Summit Financial sold out of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q4 2025, closing a stake of 22,031 shares — an estimated $612K sold.

Summit Financial first reported a position in MAXI in Q3 2025 and held it in 1 quarter. The position peaked at $612K in Q3 2025. 15 funds tracked by Wall St. Rank hold MAXI as of Q4 2025.

  • Summit Financial reported no remaining Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 22,031 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q4 2025, an estimated $612K.
  • Summit Financial first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Summit Financial's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $612K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.