Wealth Enhancement Advisory Services
MAXI icon

Wealth Enhancement Advisory Services’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-24,403
Closed -$384K – 3766
2025
Q4 		$384K Sell
24,403
-2,234
-8% -$46.6K ﹤0.01% 2696
2025
Q3 		$810K Buy
+26,637
New +$818K ﹤0.01% 1998

Other funds holding MAXI

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Jane Street
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
CA
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
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services's MAXI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q1 2026, closing a stake of 24,403 shares — an estimated $384K sold.

Wealth Enhancement Advisory Services first reported a position in MAXI in Q3 2025 and held it in 2 quarters. The position peaked at $810K in Q3 2025. 17 funds tracked by Wall St. Rank hold MAXI as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 24,403 Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF shares in Q1 2026, an estimated $384K.
  • Wealth Enhancement Advisory Services first reported a position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF position peaked at $810K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.