Simplify Bitcoin Strategy PLUS Income ETF logo MAXI - Simplify Bitcoin Strategy PLUS Income ETF

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Fund Details

ETF Company Simplify
AUM $45.54M
Asset Class Alternatives
Holdings 39
NAV $15.92
Expense Ratio 1.00%
Inception Date 09/29/2022
Website Visit Site

The Simplify Bitcoin Strategy PLUS Income ETF (MAXI) seeks capital gains through an actively managed Bitcoin strategy. A risk-managed options overlay is added to provide income. The Bitcoin exposure will vary between 50% to 200% of the fund’s net assets, based on a proprietary technical model. Exposure may be gained through various instruments, including Bitcoin ETFs, futures, options, or swaps. The options income strategy will focus on selling put spreads on a variety of instruments, including equity indices as well as bond and commodity ETFs.* *The fund does not invest in bitcoin directly.

Top Holdings

# Company Ticker Weight Value
1 ISHARES BITCOIN TRUST IBIT 97.66% $30.84M
2 IBIT US 12/19/25 C47 Equity IBIT 12/19/25 C47 Equity 3.39% $1.43M
3 IBIT US 01/16/26 C50 Equity IBIT 01/16/26 C50 Equity 3.06% $1.41M
4 IBIT US 02/27/26 C40 Equity IBIT 02/27/26 C40 Equity 1.47% $469,000
5 Cash Cash 0.66% $209,276
6 SPXW US 01/07/26 C6960 Index SPXW US 01/07/26 C6960 Index 0.48% $234,315
7 SPXW US 01/23/26 C6925 Index SPXW US 01/23/26 C6925 Index 0.43% $202,950
8 SPXW US 12/19/25 C6920 Index SPXW US 12/19/25 C6920 Index 0.40% $170,565
9 RUTW US 02/13/26 P2480 Index RUTW 02/13/26 P2480 Index 0.39% $-126,280
10 SPXW US 01/02/26 C6885 Index SPXW US 01/02/26 C6885 Index 0.38% $162,180

Country Allocation

Country Weight
United States 97.66%
Other 2.34%

Sector Allocation

Sector Exposure
Cash & Others 100.00%