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WR Wealth Planners’s Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF MAXI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$909 Buy
+34
New +$919 ﹤0.01% 941

Other funds holding MAXI

NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

WR Wealth Planners's MAXI Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF (MAXI) in Q4 2024: 34 shares worth $909. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings.

16 funds tracked by Wall St. Rank hold MAXI as of Q4 2024.

  • WR Wealth Planners held 34 shares of Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF worth $909 as of Q4 2024.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF was a new WR Wealth Planners position in Q4 2024.
  • Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #941 holding.
  • 16 funds tracked by Wall St. Rank held Simplify Exchange Traded Funds Simplify Bitcoin Strategy ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.