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

Kingdom 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
2026
Q2 		$16K Sell
679
-80
-11% -$1.86K ﹤0.01% 412
2026
Q1 		$17.1K Sell
759
-1,628
-68% -$37.7K ﹤0.01% 415
2025
Q4 		$55.6K Buy
+2,387
New +$55.8K 0.02% 246

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

Kingdom Financial Group's CRDT Position: Q2 2026 in Review

Kingdom Financial Group reduced its Simplify Opportunistic Income ETF (CRDT) stake by 11% in Q2 2026, selling an estimated $1.86K and leaving 679 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Kingdom Financial Group first reported a position in CRDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.6K in Q4 2025. 18 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Kingdom Financial Group held 679 shares of Simplify Opportunistic Income ETF worth $16K as of Q2 2026.
  • Kingdom Financial Group sold 80 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $1.86K.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #412 holding.
  • Kingdom Financial Group first reported a position in Simplify Opportunistic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Simplify Opportunistic Income ETF position peaked at $55.6K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.