Legacy Wealth Managment, LLC/ID QIS — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Legacy Wealth Managment, LLC/ID  ·  7 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported SIMPLIFY EXCHANGE TRADED FUN (QIS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.39% in 2024 Q3. The latest visible filing shows QIS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Managment, LLC/ID's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QIS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QIS stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held QIS — position size vs. price
% of Fund (quarterly)    QIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 301 -18,518 -98.4% 0.00% $4K 2026-05-07 $12.63
2025 Q4 REDUCED 17.2% -18.3% ✅ 18,819 -3,917 -17.2% 0.13% $279K 2026-02-03 $14.27
2025 Q3 ADDED — — — 22,736 +3,625 +19.0% 0.20% $436K 2025-11-12 $19.27
2025 Q2 ADDED — — — 19,111 +640 +3.5% 0.22% $420K 2025-08-06 $20.46
2025 Q1 REDUCED 25.3% -4.8% ✅ 18,471 -6,266 -25.3% 0.30% $429K 2025-05-16 $22.75
2024 Q4 REDUCED 10.6% -4.0% ✅ 24,737 -2,944 -10.6% 0.39% $606K 2025-02-13 $24.64
2024 Q3 INITIATED — — — 27,681 — — 0.39% $673K 2024-11-15 $24.17

🏢 Other funds also holding QIS

As of 2026 Q1 — sorted by position size

Simplify Asset Management Inc. 3Y 0.7% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% UBS Group AG 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%

FAQ About Legacy Wealth Managment, LLC/ID and QIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Managment, LLC/ID reported owning QIS?

Legacy Wealth Managment, LLC/ID reported QIS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported QIS position in Legacy Wealth Managment, LLC/ID's portfolio?

The largest reported portfolio weight for QIS was 0.39% in 2024 Q3.

What is the latest reported QIS position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Managment, LLC/ID reported 301 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this QIS ownership page compare?

The chart compares Legacy Wealth Managment, LLC/ID's quarterly QIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Wealth Managment, LLC/ID time their QIS position?

Based on 13F filing dates vs. subsequent QIS price moves, Legacy Wealth Managment, LLC/ID correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on QIS relative to SPY over the holding period was -45.3%.

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