GLR
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Great Lakes Retirement’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Great Lakes Retirement’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 		– Sell
-13,204
Closed -$308K – 225
2025
Q4 		$308K Sell
13,204
-701
-5% -$16.4K 0.03% 197
2025
Q3 		$329K Sell
13,905
-878
-6% -$21.1K 0.04% 184
2025
Q2 		$353K Sell
14,783
-1,498
-9% -$37.2K 0.04% 184
2025
Q1 		$416K Buy
+16,281
New +$416K 0.05% 178

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
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
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

Great Lakes Retirement's CRDT Position: Q1 2026 in Review

Great Lakes Retirement sold out of Simplify Opportunistic Income ETF (CRDT) in Q1 2026, closing a stake of 13,204 shares — an estimated $308K sold.

Great Lakes Retirement first reported a position in CRDT in Q1 2025 and held it in 4 quarters. The position peaked at $416K in Q1 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Great Lakes Retirement reported no remaining Simplify Opportunistic Income ETF position as of Q1 2026 after selling out during the quarter.
  • Great Lakes Retirement sold 13,204 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $308K.
  • Great Lakes Retirement first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 4 quarters.
  • Great Lakes Retirement's Simplify Opportunistic Income ETF position peaked at $416K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.