UBS Group’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

UBS Group’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
2023 Q4	–	Sell	-384	Closed	-$5.94K	–	9657
2023 Q3	$5.94K	Buy	+384	New	+$6.3K	﹤0.01%	7333
2023 Q2	–	Sell	-36	Closed	-$620	–	9349
2023 Q1	$620	Sell	36 -21	-37%	-$300	﹤0.01%	8954
2022 Q4	$592	Buy	+57	New	+$655	﹤0.01%	10126

Other funds holding MAXI

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

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

Torno Capital Cohasset, Massachusetts $725M AUM 62.71% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Caitlin John Brighton, Michigan $167M AUM 23.74% 1-Year Est. Return

UBS Group's MAXI Position: Q4 2023 in Review

UBS Group sold out of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q4 2023, closing a stake of 384 shares — an estimated $5.94K sold.

UBS Group first reported a position in MAXI in Q4 2022 and held it in 3 quarters. The position peaked at $5.94K in Q3 2023. 6 funds tracked by Wall St. Rank hold MAXI as of Q4 2023.

UBS Group reported no remaining Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position as of Q4 2023 after selling out during the quarter.
UBS Group sold 384 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q4 2023, an estimated $5.94K.
UBS Group first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q4 2022 and held it in 3 quarters.
UBS Group's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $5.94K in Q3 2023.
6 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.