Brookwood Investment Group’s Simplify VettaFi Private Credit Strategy ETF PCR Stock Holding History

Brookwood Investment Group’s Portfolio PCR Stock Details PCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Sell	68,666 -6,848	-9%	-$137K	0.15%	145
2026 Q1	$1.49M	Buy	75,514 +30,285	+67%	+$645K	0.18%	122
2025 Q4	$1.04M	Buy	45,229 +10,782	+31%	+$257K	0.13%	156
2025 Q3	$856K	Buy	+34,447	New	+$857K	0.11%	173

Other funds holding PCR

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookwood Investment Group's PCR Position: Q2 2026 in Review

Brookwood Investment Group reduced its Simplify VettaFi Private Credit Strategy ETF (PCR) stake by 9.1% in Q2 2026, selling an estimated $137K and leaving 68,666 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #145.

Brookwood Investment Group first reported a position in PCR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.49M in Q1 2026. 4 funds tracked by Wall St. Rank hold PCR as of Q2 2026.

Brookwood Investment Group held 68,666 shares of Simplify VettaFi Private Credit Strategy ETF worth $1.34M as of Q2 2026.
Brookwood Investment Group sold 6,848 Simplify VettaFi Private Credit Strategy ETF shares in Q2 2026, an estimated $137K.
Simplify VettaFi Private Credit Strategy ETF made up 0.15% of Brookwood Investment Group's portfolio in Q2 2026, its #145 holding.
Brookwood Investment Group first reported a position in Simplify VettaFi Private Credit Strategy ETF in Q3 2025 and has held it in 4 quarters since.
Brookwood Investment Group's Simplify VettaFi Private Credit Strategy ETF position peaked at $1.49M in Q1 2026.
4 funds tracked by Wall St. Rank held Simplify VettaFi Private Credit Strategy ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.