AWM
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AE Wealth Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

AE Wealth Management’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.24M Buy
51,756
+619
+1% +$14.8K 0.01% 668
2025
Q1 		$1.31M Buy
+51,137
New +$1.31M 0.01% 651