Kovitz Investment Group Partners
CRDT icon

Kovitz Investment Group Partners’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-872,251
Closed -$20.6M – 627
2025
Q3 		$20.6M Sell
872,251
-245,566
-22% -$5.89M 0.08% 212
2025
Q2 		$26.7M Sell
1,117,817
-1,013,408
-48% -$25.1M 0.11% 159
2025
Q1 		$54.4M Buy
2,131,225
+94,398
+5% +$2.41M 0.27% 87
2024
Q4 		$51.1M Buy
2,036,827
+40,247
+2% +$1.01M 0.25% 89
2024
Q3 		$50.6M Buy
+1,996,580
New +$50.4M 0.36% 66

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