FFO
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Fortitude Family Office’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Fortitude Family Office’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
-611
Closed -$15.6K – 2048
2025
Q1 		$15.6K Buy
+611
New +$15.6K 0.01% 445

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MAWAG
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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

Fortitude Family Office's CRDT Position: Q2 2025 in Review

Fortitude Family Office sold out of Simplify Opportunistic Income ETF (CRDT) in Q2 2025, closing a stake of 611 shares — an estimated $15.6K sold.

Fortitude Family Office first reported a position in CRDT in Q1 2025 and held it in 1 quarter. The position peaked at $15.6K in Q1 2025. 22 funds tracked by Wall St. Rank hold CRDT as of Q2 2025.

  • Fortitude Family Office reported no remaining Simplify Opportunistic Income ETF position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 611 Simplify Opportunistic Income ETF shares in Q2 2025, an estimated $15.6K.
  • Fortitude Family Office first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 1 quarter.
  • Fortitude Family Office's Simplify Opportunistic Income ETF position peaked at $15.6K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.