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

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Kovitz Investment Group Partners's CRDT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Simplify Opportunistic Income ETF (CRDT) in Q4 2025, closing a stake of 872,251 shares — an estimated $20.6M sold.

Kovitz Investment Group Partners first reported a position in CRDT in Q3 2024 and held it in 5 quarters. The position peaked at $54.4M in Q1 2025. 20 funds tracked by Wall St. Rank hold CRDT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Simplify Opportunistic Income ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 872,251 Simplify Opportunistic Income ETF shares in Q4 2025, an estimated $20.6M.
  • Kovitz Investment Group Partners first reported a position in Simplify Opportunistic Income ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Simplify Opportunistic Income ETF position peaked at $54.4M in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.