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Simplify Exchange Traded Fun shares owned by Legacy Investment Solutions

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (QIS) shares owned by Legacy Investment Solutions from 13F filings

Historical chart of Legacy Investment Solutions investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Legacy Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Legacy Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $420k 19k 21.99
2024-12-31 $606k 25k 24.49
2024-09-30 $673k 28k 24.32

More positions owned by Legacy Investment Solutions

Biosig Technologies (STEX)
NeoVo (NEOV)
Proshares Tr Bitcoin Etf (BITO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Volatility Shs Tr 2x Ether Etf New (ETHU)
Ishares Tr Ultra Short Dur (ICSH)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Eagle Pt Cr (ECC)
Uscf Etf Tr Gold Strategy (USG)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Microstrategy Cl A New (MSTR)

View all positions for Legacy Investment Solutions

Top funds holding Simplify Exchange Traded Fun

Simplify Asset Management
Old Mission Capital
Matrix Trust
Envestnet Asset Management
Legacy Wealth Managment
Legacy Investment Solutions
Altiora Financial Group
Drive Wealth Management
Advisor Group Holdings
Morgan Stanley
UBS Group
Bank Of Montreal

View all funds holding Simplify Exchange Traded Fun