Envestnet Asset Management
CRDT icon

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

Envestnet 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
2026
Q1 		$538K Sell
23,859
-3,531
-13% -$81.7K ﹤0.01% 3888
2025
Q4 		$638K Buy
27,390
+2,288
+9% +$53.5K ﹤0.01% 3545
2025
Q3 		$594K Buy
25,102
+51
+0.2% +$1.22K ﹤0.01% 3631
2025
Q2 		$599K Buy
+25,051
New +$621K ﹤0.01% 3574

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
CA
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management's CRDT Position: Q1 2026 in Review

Envestnet Asset Management reduced its Simplify Opportunistic Income ETF (CRDT) stake by 13% in Q1 2026, selling an estimated $81.7K and leaving 23,859 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #3888.

Envestnet Asset Management first reported a position in CRDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $638K in Q4 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Envestnet Asset Management held 23,859 shares of Simplify Opportunistic Income ETF worth $538K as of Q1 2026.
  • Envestnet Asset Management sold 3,531 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $81.7K.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3888 holding.
  • Envestnet Asset Management first reported a position in Simplify Opportunistic Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's Simplify Opportunistic Income ETF position peaked at $638K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.