Legacy Wealth Management (Idaho)’s Simplify Multi-QIS Alternative ETF QIS Stock Holding History

Legacy Wealth Management (Idaho)’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
2026 Q1	$3.65K	Sell	301 -18,518	-98%	-$262K	﹤0.01%	680
2025 Q4	$279K	Sell	18,819 -3,917	-17%	-$69.3K	0.13%	85
2025 Q3	$436K	Buy	22,736 +3,625	+19%	+$73.9K	0.2%	71
2025 Q2	$420K	Buy	19,111 +640	+3%	+$14.1K	0.22%	56
2025 Q1	$429K	Sell	18,471 -6,266	-25%	-$152K	0.3%	47
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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Legacy Wealth Management (Idaho)'s QIS Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Simplify Multi-QIS Alternative ETF (QIS) stake by 98% in Q1 2026, selling an estimated $262K and leaving 301 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Legacy Wealth Management (Idaho) first reported a position in QIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $673K in Q3 2024. 6 funds tracked by Wall St. Rank hold QIS as of Q1 2026.

Legacy Wealth Management (Idaho) held 301 shares of Simplify Multi-QIS Alternative ETF worth $3.65K as of Q1 2026.
Legacy Wealth Management (Idaho) sold 18,518 Simplify Multi-QIS Alternative ETF shares in Q1 2026, an estimated $262K.
Simplify Multi-QIS Alternative ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #680 holding.
Legacy Wealth Management (Idaho) first reported a position in Simplify Multi-QIS Alternative ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s Simplify Multi-QIS Alternative ETF position peaked at $673K in Q3 2024.
6 funds tracked by Wall St. Rank held Simplify Multi-QIS Alternative ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.