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
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 $318M AUM 15.97% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingdom Financial Group's CRDT Position: Q1 2026 in Review

Kingdom Financial Group reduced its Simplify Opportunistic Income ETF (CRDT) stake by 68% in Q1 2026, selling an estimated $37.7K and leaving 759 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Kingdom Financial Group first reported a position in CRDT in Q4 2025 and has held it in 2 quarters since. The position peaked at $55.6K in Q4 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Kingdom Financial Group held 759 shares of Simplify Opportunistic Income ETF worth $17.1K as of Q1 2026.
  • Kingdom Financial Group sold 1,628 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $37.7K.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #415 holding.
  • Kingdom Financial Group first reported a position in Simplify Opportunistic Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's Simplify Opportunistic Income ETF position peaked at $55.6K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.