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Ascension Capital Advisors’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Ascension Capital Advisors’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 		$15.1M Buy
640,984
+1,983
+0.3% +$46K 4.23% 8
2026
Q1 		$14.4M Buy
639,001
+3,087
+0.5% +$71.5K 4.53% 8
2025
Q4 		$14.8M Buy
635,914
+20,924
+3% +$489K 5.09% 8
2025
Q3 		$14.6M Buy
614,990
+4,210
+0.7% +$101K 5.66% 6
2025
Q2 		$14.6M Buy
+610,780
New +$15.1M 6.1% 6

Other funds holding CRDT

CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
Osaic Holdings
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
MG
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

Ascension Capital Advisors's CRDT Position: Q2 2026 in Review

Ascension Capital Advisors increased its Simplify Opportunistic Income ETF (CRDT) stake by 0.31% in Q2 2026, buying an estimated $46K and bringing the position to 640,984 shares worth $15.1M. The position accounts for 4.23% of the portfolio, ranked #8.

Ascension Capital Advisors first reported a position in CRDT in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Ascension Capital Advisors held 640,984 shares of Simplify Opportunistic Income ETF worth $15.1M as of Q2 2026.
  • Ascension Capital Advisors bought 1,983 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $46K.
  • Simplify Opportunistic Income ETF made up 4.23% of Ascension Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Ascension Capital Advisors first reported a position in Simplify Opportunistic Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Ascension Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.