Legacy Wealth Managment »

Simplify Exchange Traded Fun shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simplify Exchange Traded Fun by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $436k 23k 19.17
2025-06-30 $420k 19k 21.99
2025-03-31 $429k 19k 23.21
2024-12-31 $606k 25k 24.49
2024-09-30 $673k 28k 24.32

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
NeoVo (NEOV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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