LIS
QIS icon

Legacy Investment Solutions’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

Legacy Investment Solutions’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
Q2 		$420K Buy
+19,111
New +$421K 0.22% 56
2024
Q4 		$606K Sell
24,737
-2,944
-11% -$72K 0.39% 42
2024
Q3 		$673K Buy
+27,681
New +$691K 0.39% 37

Other funds holding QIS

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Investment Solutions's QIS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Simplify Multi-QIS Alternative ETF (QIS) in Q2 2025: 19,111 shares worth $420K. The stake represents 0.22% of the portfolio and ranks #56 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in QIS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in QIS in Q3 2024 and has held it in 3 quarters since. The position peaked at $673K in Q3 2024. 14 funds tracked by Wall St. Rank hold QIS as of Q2 2025.

  • Legacy Investment Solutions held 19,111 shares of Simplify Multi-QIS Alternative ETF worth $420K as of Q2 2025.
  • Simplify Multi-QIS Alternative ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Simplify Multi-QIS Alternative ETF made up 0.22% of Legacy Investment Solutions's portfolio in Q2 2025, its #56 holding.
  • Legacy Investment Solutions first reported a position in Simplify Multi-QIS Alternative ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Simplify Multi-QIS Alternative ETF position peaked at $673K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Simplify Multi-QIS Alternative ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.