Mather Group’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Mather 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 Q3	$13.9K	Sell	670 -47	-7%	-$1.08K	﹤0.01%	1547
2026 Q2	$16.9K	Sell	717 -845	-54%	-$19.6K	﹤0.01%	1371
2026 Q1	$35.2K	Buy	+1,562	New	+$36.2K	﹤0.01%	1135

Mather Group's CRDT Position: Q3 2026 in Review

Mather Group reduced its Simplify Opportunistic Income ETF (CRDT) stake by 6.6% in Q3 2026, selling an estimated $1.08K and leaving 670 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Mather Group first reported a position in CRDT in Q1 2026 and has held it in 3 quarters since. The position peaked at $35.2K in Q1 2026. 1 fund tracked by Wall St. Rank holds CRDT as of Q3 2026.

Mather Group held 670 shares of Simplify Opportunistic Income ETF worth $13.9K as of Q3 2026.
Mather Group sold 47 Simplify Opportunistic Income ETF shares in Q3 2026, an estimated $1.08K.
Simplify Opportunistic Income ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1547 holding.
Mather Group first reported a position in Simplify Opportunistic Income ETF in Q1 2026 and has held it in 3 quarters since.
Mather Group's Simplify Opportunistic Income ETF position peaked at $35.2K in Q1 2026.
1 fund tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.