MAXI – Simplify Bitcoin Strategy PLUS Inc ETF – ETF Stock Quote

There is no Morningstar’s Analysis data available.

Current Portfolio Date Aug 31, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 56.7

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Simplify Btcn Str+Inc Cay	56.80	10.7 Mil	—
United States Treasury Bills 0.375%	21.92	4.1 Mil	Government
United States Treasury Bills 0.375%	15.84	3.0 Mil	Government
United States Treasury Bills	5.25	992,074	Government
Maintenance Margin Ib Cad	0.17	31,322	Cash and Equivalents
Options Collateral Ib	0.10	19,216	Cash and Equivalents
Spxw Us 09/30/24 P5050	0.04	8,060	—
Rutw Us 09/10/24 P2000	0.01	2,200	—
Spxw Us 09/09/24 P5200	0.01	2,145	—
Spxw Us 09/10/24 P5250	0.01	2,025	—

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Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

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Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

United States

Simplify Bitcoin Strategy PLUS Inc ETF MAXI

Morningstar’s Analysis MAXI

Portfolio Holdings MAXI

Simplify Btcn Str+Inc Cay

United States Treasury Bills 0.375%

United States Treasury Bills 0.375%

United States Treasury Bills

Maintenance Margin Ib Cad

Options Collateral Ib

Spxw Us 09/30/24 P5050

Rutw Us 09/10/24 P2000

Spxw Us 09/09/24 P5200

Spxw Us 09/10/24 P5250

Sponsor Center

How we make money

How we use your personal data

How we approach editorial content

What We Do

Company

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