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Simplify Bitcoin Strategy PLUS Income (MAXI) ETF Holdings & Analysis
ETFOther
What MAXI does
The Simplify Bitcoin Strategy PLUS Income ETF, known as MAXI, targets capital growth through its dynamic management of investments linked to Bitcoin. To generate additional revenue, a carefully crafted, risk-managed options overlay is integrated into the portfolio. The fund's allocation to Bitcoin-related assets is highly flexible, ranging from 50% to an aggressive 200% of its net asset value, guided by an exclusive, in-house technical model. Rather than direct ownership, this exposure is achieved through diverse financial vehicles such as Bitcoin exchange-traded funds (ETFs), futures contracts, options, or swap agreements. The income generation from options primarily involves writing put spreads on a broad spectrum of underlying assets, including major equity indices, as well as exchange-traded funds focused on bonds and commodities. It is important to note that the fund explicitly avoids direct investment in physical Bitcoin.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| CME Bitcoin Fut Sep26 | 35.62% | |
| ISHARES BITCOIN TRUST | 30.02% | |
| B 10/27/26 Govt | 16.44% | |
| B 11/19/26 Govt | 7.29% | |
| Cash | 3.68% | |
| IBIT US 09/18/26 C40 Equity | 2.60% | |
| IBIT US 10/16/26 C40 Equity | 1.39% | |
| IBIT US 10/16/26 C41 Equity | 0.98% | |
| IBIT US 09/18/26 P44 Equity | 0.82% | |
| IBIT US 09/04/26 C44 Equity | 0.46% |
Sector allocation
| Consumer Cyclical | 100.00% |
Geographic allocation
| United States | 30.52% |
| Other | 69.48% |
PortView Portfolio Insights
PortView analyzes how MAXI fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does MAXI track?
- MAXI is the Simplify Bitcoin Strategy PLUS Income ETF, a Other ETF.
- What is the expense ratio of MAXI?
- Expense ratio data for MAXI is shown on the page when available from our data provider.
- What are the largest holdings in MAXI?
- Top holdings include CME Bitcoin Fut Sep26, IBIT, B 10/27/26 Govt, B 11/19/26 Govt, Cash.
- How can PortView analyze MAXI overlap with other ETFs?
- PortView computes the holdings overlap between MAXI and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.