JY
CRDT icon

Jeff Yass’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Jeff Yass’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 		$293K Buy
12,448
+3,135
+34% +$72.7K ﹤0.01% 11094
2026
Q1 		$210K Sell
9,313
-20,394
-69% -$472K ﹤0.01% 11602
2025
Q4 		$692K Buy
+29,707
New +$695K ﹤0.01% 8049

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
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
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Jeff Yass's CRDT Position: Q2 2026 in Review

Jeff Yass increased its Simplify Opportunistic Income ETF (CRDT) stake by 34% in Q2 2026, buying an estimated $72.7K and bringing the position to 12,448 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #11094.

Jeff Yass first reported a position in CRDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $692K in Q4 2025. 18 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Jeff Yass held 12,448 shares of Simplify Opportunistic Income ETF worth $293K as of Q2 2026.
  • Jeff Yass bought 3,135 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $72.7K.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11094 holding.
  • Jeff Yass first reported a position in Simplify Opportunistic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Jeff Yass's Simplify Opportunistic Income ETF position peaked at $692K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.