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

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.

Key Stats

• Today's Range: $32.00 to $33.11
• 50-Day Range: $27.75 to $35.60
• 52-Week Range: $13.82 to $36.34
• Volume: 37,733 shs
• Average Volume: 51,618 shs
• Market Capitalization: $52.50 million
• Assets Under Management: $57.50 million
• Dividend Yield: 28.12%
• Net Expense Ratio: 6.10%
• Aggregate Rating: Moderate Buy

MAXI ETF - Frequently Asked Questions

How have MAXI shares performed this year?

Simplify Bitcoin Strategy PLUS Income ETF's stock was trading at $26.73 on January 1st, 2025. Since then, MAXI stock has increased by 22.0% and is now trading at $32.61.

Who are Simplify Bitcoin Strategy PLUS Income ETF's major shareholders?

Top institutional investors of Simplify Bitcoin Strategy PLUS Income ETF include Cambridge Advisors Inc. (1.18%) and Mid American Wealth Advisory Group Inc. (0.64%).

How do I buy shares of Simplify Bitcoin Strategy PLUS Income ETF?

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.

What other stocks do shareholders of Simplify Bitcoin Strategy PLUS Income ETF own?

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
• Stock Exchange: NASDAQ
• 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: 19

Fund Statistics

• Assets Under Management: $57.50 million
• Average Daily Volume: $0.00
• Discount/Premium: 0.03%

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 Fund Services, LLC
• Transfer Agent: The Bank of New York Mellon Corporation
• Trustee: N/A
• Lead Market Maker: Virtu Financial

Options

• Optionable: Optionable
• Options Volume: 5
• Put Options: 4
• Call Options: 1
• Short Interest: 58,500 shs

Miscellaneous

• Outstanding Shares: 1,610,000
• Beta: -4.61
• Creation Unit: 10,000
• Creation Fee: $500.00