IFG Advisory
CRDT icon

IFG Advisory’s Simplify Opportunistic Income ETF CRDT Stock Holding History

IFG Advisory’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
Q3 		$3.33K Hold
160
– – ﹤0.01% 2012
2026
Q2 		$3.76K Buy
+160
New +$3.71K ﹤0.01% 2028

Other funds holding CRDT

Ascension Capital Advisors
Ascension Capital Advisors Houston, Texas $349M AUM 7.84% 1-Year Est. Return
Continuum Advisory
Continuum Advisory Eagle, Idaho $1.23B AUM 21.4% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $374M AUM 26.4% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return

IFG Advisory's CRDT Position: Q3 2026 in Review

IFG Advisory held its Simplify Opportunistic Income ETF (CRDT) position steady in Q3 2026 at 160 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

IFG Advisory first reported a position in CRDT in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.76K in Q2 2026. 15 funds tracked by Wall St. Rank hold CRDT as of Q3 2026.

  • IFG Advisory held 160 shares of Simplify Opportunistic Income ETF worth $3.33K as of Q3 2026.
  • IFG Advisory left its Simplify Opportunistic Income ETF share count unchanged in Q3 2026.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #2012 holding.
  • IFG Advisory first reported a position in Simplify Opportunistic Income ETF in Q2 2026 and has held it in 2 quarters since.
  • IFG Advisory's Simplify Opportunistic Income ETF position peaked at $3.76K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.