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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
Q2 		$3.76K Buy
+160
New +$3.71K ﹤0.01% 2028

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

IFG Advisory's CRDT Position: Q2 2026 in Review

IFG Advisory opened a new position in Simplify Opportunistic Income ETF (CRDT) in Q2 2026: 160 shares worth $3.76K. The stake represents ﹤0.01% of the portfolio and ranks #2028 among its holdings.

18 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • IFG Advisory held 160 shares of Simplify Opportunistic Income ETF worth $3.76K as of Q2 2026.
  • Simplify Opportunistic Income ETF was a new IFG Advisory position in Q2 2026.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2028 holding.
  • 18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.