Elevated Capital Advisors’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Elevated Capital Advisors’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 Q1	$2.49K	Buy	+111	New	+$2.57K	﹤0.01%	623

Other funds holding CRDT

ACA

Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Elevated Capital Advisors's CRDT Position: Q1 2026 in Review

Elevated Capital Advisors opened a new position in Simplify Opportunistic Income ETF (CRDT) in Q1 2026: 111 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings.

17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

Elevated Capital Advisors held 111 shares of Simplify Opportunistic Income ETF worth $2.49K as of Q1 2026.
Simplify Opportunistic Income ETF was a new Elevated Capital Advisors position in Q1 2026.
Simplify Opportunistic Income ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #623 holding.
17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.