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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$606K Sell
26,886
-23,920
-47% -$554K ﹤0.01% 1010
2025
Q4 		$1.18M Buy
50,806
+735
+1% +$17.2K 0.01% 750
2025
Q3 		$1.18M Sell
50,071
-1,685
-3% -$40.4K 0.01% 713
2025
Q2 		$1.24M Buy
51,756
+619
+1% +$15.4K 0.01% 668
2025
Q1 		$1.31M Buy
+51,137
New +$1.31M 0.01% 651

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

AE Wealth Management's CRDT Position: Q1 2026 in Review

AE Wealth Management reduced its Simplify Opportunistic Income ETF (CRDT) stake by 47% in Q1 2026, selling an estimated $554K and leaving 26,886 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

AE Wealth Management first reported a position in CRDT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.31M in Q1 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • AE Wealth Management held 26,886 shares of Simplify Opportunistic Income ETF worth $606K as of Q1 2026.
  • AE Wealth Management sold 23,920 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $554K.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1010 holding.
  • AE Wealth Management first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and has held it in 5 quarters since.
  • AE Wealth Management's Simplify Opportunistic Income ETF position peaked at $1.31M in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.