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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
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 $1.04B AUM 21.13% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Ascension Capital Advisors's CRDT Position: Q1 2026 in Review

Ascension Capital Advisors increased its Simplify Opportunistic Income ETF (CRDT) stake by 0.49% in Q1 2026, buying an estimated $71.5K and bringing the position to 639,001 shares worth $14.4M. The position accounts for 4.53% of the portfolio, ranked #8.

Ascension Capital Advisors first reported a position in CRDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.8M in Q4 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Ascension Capital Advisors held 639,001 shares of Simplify Opportunistic Income ETF worth $14.4M as of Q1 2026.
  • Ascension Capital Advisors bought 3,087 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $71.5K.
  • Simplify Opportunistic Income ETF made up 4.53% of Ascension Capital Advisors's portfolio in Q1 2026, its #8 holding.
  • Ascension Capital Advisors first reported a position in Simplify Opportunistic Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Ascension Capital Advisors's Simplify Opportunistic Income ETF position peaked at $14.8M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Ascension Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.