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NASDAQ:MAXI

Simplify Bitcoin Strategy PLUS Income ETF (MAXI) Price, Holdings, & News

Simplify Bitcoin Strategy PLUS Income ETF logo
$31.57 +2.44 (+8.38%)
As of 01/17/2025 04:00 PM Eastern

About Simplify Bitcoin Strategy PLUS Income ETF (NASDAQ:MAXI)

Key Stats

Today's Range
$30.01
$32.00
50-Day Range
$25.77
$34.92
52-Week Range
$17.20
$35.77
Volume
235,177 shs
Average Volume
100,534 shs
Market Capitalization
$71.98 million
Assets Under Management
$65.50 million
Dividend Yield
27.15%
Net Expense Ratio
11.18%
Aggregate Rating
Moderate Buy

ETF Overview

The Simplify Bitcoin Strategy PLUS Income ETF (MAXI) is an exchange-traded fund that mostly invests in long bitcoin, short usd currency. The fund is actively managed, aiming to provide capital appreciation and income. The fund holds long Bitcoin futures, short-term debt instruments, and near-term equity index put or call spreads MAXI was launched on Sep 29, 2022 and is managed by Simplify.

Simplify Bitcoin Strategy PLUS Income ETF Expenses

TypeMAXICryptocurrency ETFsMulti Asset ETFsNASDAQ ETFsAll ETFs
Management Fee0.85%0.84%0.71%0.51%0.52%
Other Expenses10.33%0.90%0.74%0.47%0.54%
Total Expense11.18%1.09%1.22%0.66%0.71%
Fee Waiver0.00%-0.30%-0.72%-0.31%-0.56%
Net Expense11.18%1.12%0.97%0.60%0.59%
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MAXI ETF News Headlines

Must-See: 5-Second Trump Prediction
President Trump's prediction is about to become a reality... Opening a rare window of opportunity for you to accelerate your retirement during the first 100 days of his administration.
MAXI Simplify Bitcoin Strategy PLUS Income ETF
Simplify Stable Income ETF (BUCK)
See More Headlines

MAXI ETF - Frequently Asked Questions

Simplify Bitcoin Strategy PLUS Income ETF's stock was trading at $26.73 at the beginning of the year. Since then, MAXI stock has increased by 18.1% and is now trading at $31.57.
View the best growth stocks for 2025 here
.

Simplify Bitcoin Strategy PLUS Income ETF's top institutional shareholders include Cambridge Advisors Inc. (0.65%).

Shares of MAXI stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Based on aggregate information from My MarketBeat watchlists, some other companies that Simplify Bitcoin Strategy PLUS Income ETF investors own include YieldMax COIN Option Income Strategy ETF (CONY), YieldMax NVDA Option Income Strategy ETF (NVDY), AGNC Investment (AGNC), YieldMax META Option Income Strategy ETF (FBY), JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), Realty Income (O) and Oxford Lane Capital (OXLC).

Fund Details

Issuer
Simplify Asset Management
Fund Name
Simplify Bitcoin Strategy PLUS Income ETF
Tax Classification
Regulated Investment Company
Current Symbol
NASDAQ:MAXI
Inception Date
9/29/2022
Fund Manager
Paul Kim, David Berns, Michael Green
Previous Symbol
NASDAQ:MAXI
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Multi Asset
Benchmark
N/A
Category
Alternative Currency
Focus
Cryptocurrency
Development Level
Blended Development
Region
Global
Number of Holdings
33

Fund Statistics

Assets Under Management
$65.50 million
Average Daily Volume
$0.00
Discount/Premium
0.01%

Administrator, Advisor and Custodian

Administrator
The Bank of New York Mellon Corporation
Advisor
Simplify Asset Management Inc.
Custodian
The Bank of New York Mellon Corporation
Distributor
Foreside Financial Services, LLC
Transfer Agent
The Bank of New York Mellon Corporation
Trustee
N/A
Lead Market Maker
Virtu Financial

Options

Optionable
Optionable
Options Volume
11
Put Options
2
Call Options
9
Short Interest
10,500 shs

Miscellaneous

Beta
-4.61
Creation Unit
10,000
Creation Fee
$500.00
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Top 10 MAXI Holdings

  • CME Bitcoin Fut Jan25
    Holding Weight: 89.18%
  • B 03/13/25 Govt
    Holding Weight: 40.78%
  • B 04/01/25 Govt
    Holding Weight: 37.51%
  • Pathward Financial (NASDAQ:CASH)
    Holding Weight: 6.88%
  • IBIT US 01/10/25 C50 Equity
    Holding Weight: 5.00%
  • B 01/14/25 Govt
    Holding Weight: 4.39%
  • B 02/20/25 Govt
    Holding Weight: 3.70%
  • B 02/25/25 Govt
    Holding Weight: 3.36%
  • MSTR US 01/17/25 P230 Equity
    Holding Weight: 0.32%
  • SPXW US 01/22/25 C6200 Index
    Holding Weight: 0.08%

This page (NASDAQ:MAXI) was last updated on 1/20/2025 by MarketBeat.com Staff
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