Kovitz Investment Group Partners
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.7M Sell
1,117,817
-1,013,408
-48% -$24.2M 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 +$50.6M 0.36% 66