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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
Q2 		$1.61K Sell
68
-43
-39% -$998 ﹤0.01% 696
2026
Q1 		$2.49K Buy
+111
New +$2.57K ﹤0.01% 623

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
MG
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

Elevated Capital Advisors's CRDT Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Simplify Opportunistic Income ETF (CRDT) stake by 39% in Q2 2026, selling an estimated $998 and leaving 68 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Elevated Capital Advisors first reported a position in CRDT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.49K in Q1 2026. 18 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Elevated Capital Advisors held 68 shares of Simplify Opportunistic Income ETF worth $1.61K as of Q2 2026.
  • Elevated Capital Advisors sold 43 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $998.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #696 holding.
  • Elevated Capital Advisors first reported a position in Simplify Opportunistic Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Elevated Capital Advisors's Simplify Opportunistic Income ETF position peaked at $2.49K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.