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Independent Financial Group’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-15,633
Closed -$374K – 1373
2025
Q2 		$374K Buy
15,633
+7,204
+85% +$179K 0.01% 915
2025
Q1 		$215K Buy
+8,429
New +$215K 0.01% 1088

Other funds holding CRDT

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
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
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Independent Financial Group's CRDT Position: Q3 2025 in Review

Independent Financial Group sold out of Simplify Opportunistic Income ETF (CRDT) in Q3 2025, closing a stake of 15,633 shares — an estimated $374K sold.

Independent Financial Group first reported a position in CRDT in Q1 2025 and held it in 2 quarters. The position peaked at $374K in Q2 2025. 24 funds tracked by Wall St. Rank hold CRDT as of Q3 2025.

  • Independent Financial Group reported no remaining Simplify Opportunistic Income ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 15,633 Simplify Opportunistic Income ETF shares in Q3 2025, an estimated $374K.
  • Independent Financial Group first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 2 quarters.
  • Independent Financial Group's Simplify Opportunistic Income ETF position peaked at $374K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.