Drive Wealth Management’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

Drive Wealth Management’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	-13,084	Closed	-$251K	–	416
2025 Q3	$251K	Buy	13,084 +2,391	+22%	+$48.8K	0.05%	280
2025 Q2	$235K	Buy	+10,693	New	+$236K	0.05%	283

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 $374B AUM 17.66% 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 $26.4B AUM 21.05% 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

Drive Wealth Management's QIS Position: Q4 2025 in Review

Drive Wealth Management sold out of Simplify Multi-QIS Alternative ETF (QIS) in Q4 2025, closing a stake of 13,084 shares — an estimated $251K sold.

Drive Wealth Management first reported a position in QIS in Q2 2025 and held it in 2 quarters. The position peaked at $251K in Q3 2025. 9 funds tracked by Wall St. Rank hold QIS as of Q4 2025.

Drive Wealth Management reported no remaining Simplify Multi-QIS Alternative ETF position as of Q4 2025 after selling out during the quarter.
Drive Wealth Management sold 13,084 Simplify Multi-QIS Alternative ETF shares in Q4 2025, an estimated $251K.
Drive Wealth Management first reported a position in Simplify Multi-QIS Alternative ETF in Q2 2025 and held it in 2 quarters.
Drive Wealth Management's Simplify Multi-QIS Alternative ETF position peaked at $251K in Q3 2025.
9 funds tracked by Wall St. Rank held Simplify Multi-QIS Alternative ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.