Bank of Montreal
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Bank of Montreal’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-45
Closed -$990 – 3765
2025
Q2 		$990 Hold
45
– – ﹤0.01% 3472
2025
Q1 		$1.04K Buy
+45
New +$1.09K ﹤0.01% 3426

Other funds holding QIS

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's QIS Position: Q3 2025 in Review

Bank of Montreal sold out of Simplify Multi-QIS Alternative ETF (QIS) in Q3 2025, closing a stake of 45 shares — an estimated $990 sold.

Bank of Montreal first reported a position in QIS in Q1 2025 and held it in 2 quarters. The position peaked at $1.04K in Q1 2025. 10 funds tracked by Wall St. Rank hold QIS as of Q3 2025.

  • Bank of Montreal reported no remaining Simplify Multi-QIS Alternative ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 45 Simplify Multi-QIS Alternative ETF shares in Q3 2025, an estimated $990.
  • Bank of Montreal first reported a position in Simplify Multi-QIS Alternative ETF in Q1 2025 and held it in 2 quarters.
  • Bank of Montreal's Simplify Multi-QIS Alternative ETF position peaked at $1.04K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Simplify Multi-QIS Alternative ETF as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.