Integrated Wealth Concepts’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Integrated Wealth Concepts’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	$424	Buy	+18	New	+$418	﹤0.01%	5667

Other funds holding CRDT

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return

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

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

Integrated Wealth Concepts's CRDT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Simplify Opportunistic Income ETF (CRDT) in Q2 2026: 18 shares worth $424. The stake represents ﹤0.01% of the portfolio and ranks #5667 among its holdings.

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

Integrated Wealth Concepts held 18 shares of Simplify Opportunistic Income ETF worth $424 as of Q2 2026.
Simplify Opportunistic Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
Simplify Opportunistic Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5667 holding.
18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.