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COMPASS FINANCIAL MANAGEMENT LLC’s Simplify Opportunistic Income ETF CRDT Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026
Q2 		$750 Buy
+32
New +$742 ﹤0.01% 1394

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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
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NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CRDT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Simplify Opportunistic Income ETF (CRDT) in Q2 2026: 32 shares worth $750. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings.

13 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 32 shares of Simplify Opportunistic Income ETF worth $750 as of Q2 2026.
  • Simplify Opportunistic Income ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1394 holding.
  • 13 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.