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 Q2	$611K	Sell	25,957 -929	-3%	-$21.6K	﹤0.01%	1125
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 $356M AUM 16.16% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

KFG

Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

TAP

Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

AE Wealth Management's CRDT Position: Q2 2026 in Review

AE Wealth Management reduced its Simplify Opportunistic Income ETF (CRDT) stake by 3.5% in Q2 2026, selling an estimated $21.6K and leaving 25,957 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

AE Wealth Management first reported a position in CRDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q1 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

AE Wealth Management held 25,957 shares of Simplify Opportunistic Income ETF worth $611K as of Q2 2026.
AE Wealth Management sold 929 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $21.6K.
Simplify Opportunistic Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1125 holding.
AE Wealth Management first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and has held it in 6 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 Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.