CAWM
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Capital A Wealth Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Capital A 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
2025
Q2 		– Sell
-8
Closed -$204 – 519
2025
Q1 		$204 Buy
+8
New +$205 ﹤0.01% 677

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PS
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Capital A Wealth Management's CRDT Position: Q2 2025 in Review

Capital A Wealth Management sold out of Simplify Opportunistic Income ETF (CRDT) in Q2 2025, closing a stake of 8 shares — an estimated $204 sold.

Capital A Wealth Management first reported a position in CRDT in Q1 2025 and held it in 1 quarter. The position peaked at $204 in Q1 2025. 22 funds tracked by Wall St. Rank hold CRDT as of Q2 2025.

  • Capital A Wealth Management reported no remaining Simplify Opportunistic Income ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 8 Simplify Opportunistic Income ETF shares in Q2 2025, an estimated $204.
  • Capital A Wealth Management first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Simplify Opportunistic Income ETF position peaked at $204 in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.