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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$420K Buy
19,111
+640
+3% +$14.1K 0.22% 55
2025
Q1 		$429K Sell
18,471
-6,266
-25% -$145K 0.3% 46
2024
Q4 		$606K Sell
24,737
-2,944
-11% -$72.1K 0.39% 41
2024
Q3 		$673K Buy
+27,681
New +$673K 0.39% 36