EWM
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Evolution Wealth Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-98
Closed -$2.32K – 754
2025
Q3 		$2.32K Buy
+98
New +$2.35K ﹤0.01% 494

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ACA
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CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evolution Wealth Management's CRDT Position: Q4 2025 in Review

Evolution Wealth Management sold out of Simplify Opportunistic Income ETF (CRDT) in Q4 2025, closing a stake of 98 shares — an estimated $2.32K sold.

Evolution Wealth Management first reported a position in CRDT in Q3 2025 and held it in 1 quarter. The position peaked at $2.32K in Q3 2025. 20 funds tracked by Wall St. Rank hold CRDT as of Q4 2025.

  • Evolution Wealth Management reported no remaining Simplify Opportunistic Income ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 98 Simplify Opportunistic Income ETF shares in Q4 2025, an estimated $2.32K.
  • Evolution Wealth Management first reported a position in Simplify Opportunistic Income ETF in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Simplify Opportunistic Income ETF position peaked at $2.32K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.