Carson Wealth (CWM LLC)
CRDT icon

Carson Wealth (CWM LLC)’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-1,021
Closed -$24K – 5305
2025
Q2 		$24K Sell
1,021
-19
-2% -$471 ﹤0.01% 3791
2025
Q1 		$27K Buy
+1,040
New +$26.6K ﹤0.01% 3457

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ACA
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CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CRDT Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Simplify Opportunistic Income ETF (CRDT) in Q3 2025, closing a stake of 1,021 shares — an estimated $24K sold.

Carson Wealth (CWM LLC) first reported a position in CRDT in Q1 2025 and held it in 2 quarters. The position peaked at $27K in Q1 2025. 24 funds tracked by Wall St. Rank hold CRDT as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Simplify Opportunistic Income ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,021 Simplify Opportunistic Income ETF shares in Q3 2025, an estimated $24K.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Simplify Opportunistic Income ETF position peaked at $27K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.