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Cresset Asset Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Cresset Asset 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
-38,102
Closed -$973K – 1508
2025
Q1 		$973K Buy
+38,102
New +$974K ﹤0.01% 793

Other funds holding CRDT

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ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 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
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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 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

Cresset Asset Management's CRDT Position: Q2 2025 in Review

Cresset Asset Management sold out of Simplify Opportunistic Income ETF (CRDT) in Q2 2025, closing a stake of 38,102 shares — an estimated $973K sold.

Cresset Asset Management first reported a position in CRDT in Q1 2025 and held it in 1 quarter. The position peaked at $973K in Q1 2025. 22 funds tracked by Wall St. Rank hold CRDT as of Q2 2025.

  • Cresset Asset Management reported no remaining Simplify Opportunistic Income ETF position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 38,102 Simplify Opportunistic Income ETF shares in Q2 2025, an estimated $973K.
  • Cresset Asset Management first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 1 quarter.
  • Cresset Asset Management's Simplify Opportunistic Income ETF position peaked at $973K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.