Altiora Financial Group’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

Altiora Financial Group’s Portfolio QIS Stock Details QIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,631	Closed	-$261K	–	99
2025 Q3	$261K	Sell	13,631 -9,505	-41%	-$194K	0.05%	85
2025 Q2	$509K	Sell	23,136 -3,060	-12%	-$67.4K	0.1%	64
2025 Q1	$608K	Buy	+26,196	New	+$636K	0.13%	60

Other funds holding QIS

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altiora Financial Group's QIS Position: Q4 2025 in Review

Altiora Financial Group sold out of Simplify Multi-QIS Alternative ETF (QIS) in Q4 2025, closing a stake of 13,631 shares — an estimated $261K sold.

Altiora Financial Group first reported a position in QIS in Q1 2025 and held it in 3 quarters. The position peaked at $608K in Q1 2025. 9 funds tracked by Wall St. Rank hold QIS as of Q4 2025.

Altiora Financial Group reported no remaining Simplify Multi-QIS Alternative ETF position as of Q4 2025 after selling out during the quarter.
Altiora Financial Group sold 13,631 Simplify Multi-QIS Alternative ETF shares in Q4 2025, an estimated $261K.
Altiora Financial Group first reported a position in Simplify Multi-QIS Alternative ETF in Q1 2025 and held it in 3 quarters.
Altiora Financial Group's Simplify Multi-QIS Alternative ETF position peaked at $608K in Q1 2025.
9 funds tracked by Wall St. Rank held Simplify Multi-QIS Alternative ETF as of Q4 2025.

Based on Altiora Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.