LRWM
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Lord & Richards Wealth Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-573
Closed -$14.6K – 71
2025
Q1 		$14.6K Buy
+573
New +$14.6K 0.02% 113

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MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 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

Lord & Richards Wealth Management's CRDT Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Simplify Opportunistic Income ETF (CRDT) in Q2 2025, closing a stake of 573 shares — an estimated $14.6K sold.

Lord & Richards Wealth Management first reported a position in CRDT in Q1 2025 and held it in 1 quarter. The position peaked at $14.6K in Q1 2025. 22 funds tracked by Wall St. Rank hold CRDT as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Simplify Opportunistic Income ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 573 Simplify Opportunistic Income ETF shares in Q2 2025, an estimated $14.6K.
  • Lord & Richards Wealth Management first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Simplify Opportunistic Income ETF position peaked at $14.6K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.