Free Trial
NASDAQ:MAXI

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

Simplify Bitcoin Strategy PLUS Income ETF logo
$29.39 +0.83 (+2.91%)
(As of 12/20/2024 05:31 PM ET)

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

Key Stats

Today's Range
$28.20
$30.06
50-Day Range
$22.41
$34.92
52-Week Range
$17.20
$35.77
Volume
181,723 shs
Average Volume
33,424 shs
Market Capitalization
$34.97 million
Assets Under Management
$56.09 million
Dividend Yield
34.74%
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%0.50%0.52%
Other Expenses10.33%0.90%0.74%0.41%0.53%
Total Expense11.18%1.09%1.22%0.64%0.71%
Fee Waiver0.00%-0.30%-0.72%-0.31%-0.56%
Net Expense11.18%1.12%0.97%0.57%0.59%
Receive MAXI Stock News and Ratings via Email

Sign-up to receive the latest news and ratings for Simplify Bitcoin Strategy PLUS Income ETF and its competitors with MarketBeat's FREE daily newsletter.

MAXI ETF News Headlines

Why I'm telling friends to avoid gold stocks
Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."
MAXI Simplify Bitcoin Strategy PLUS Income ETF
Simplify Stable Income ETF (BUCK)
Simplify Opportunistic Income ETF (CRDT)
See More Headlines

MAXI ETF - Frequently Asked Questions

Simplify Bitcoin Strategy PLUS Income ETF's stock was trading at $19.17 at the start of the year. Since then, MAXI stock has increased by 53.3% and is now trading at $29.39.
View the best growth stocks for 2024 here
.

Simplify Bitcoin Strategy PLUS Income ETF's top institutional investors include Napa Wealth Management (1.70%), Jane Street Group LLC (1.48%) and Cambridge Advisors Inc. (1.18%).

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.
Compare Top Brokerages Here.

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
45

Fund Statistics

Assets Under Management
$56.09 million
Average Daily Volume
$0.00
Discount/Premium
0.19%

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
7
Put Options
6
Call Options
1
Short Interest
16,300 shs

Miscellaneous

Beta
-4.61
Creation Unit
10,000
Creation Fee
$500.00
2025 Gold Forecast: A Perfect Storm for Demand Cover

Unlock the timeless value of gold with our exclusive 2025 Gold Forecasting Report. Explore why gold remains the ultimate investment for safeguarding wealth against inflation, economic shifts, and global uncertainties. Whether you're planning for future generations or seeking a reliable asset in turbulent times, this report is your essential guide to making informed decisions.

Get This Free Report

Top 10 MAXI Holdings

  • CME Bitcoin Fut Dec24
    Holding Weight: 97.50%
  • B 12/17/24 Govt
    Holding Weight: 34.48%
  • B 04/01/25 Govt
    Holding Weight: 28.96%
  • B 12/10/24 Govt
    Holding Weight: 21.35%
  • B 01/14/25 Govt
    Holding Weight: 6.38%
  • Pathward Financial (NASDAQ:CASH)
    Holding Weight: 6.29%
  • IBIT US 12/20/24 C52 Equity
    Holding Weight: 2.00%
  • IBIT US 12/20/24 C58 Equity
    Holding Weight: 1.89%
  • MSTR US 12/20/24 P250 Equity
    Holding Weight: 0.84%
  • MSTR US 12/13/24 P250 Equity
    Holding Weight: 0.20%

This page (NASDAQ:MAXI) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners