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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
Q1 		$35.2K Buy
+1,562
New +$36.2K ﹤0.01% 1135

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 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 $18.5B AUM 19.51% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group's CRDT Position: Q1 2026 in Review

Mather Group opened a new position in Simplify Opportunistic Income ETF (CRDT) in Q1 2026: 1,562 shares worth $35.2K. The stake represents ﹤0.01% of the portfolio and ranks #1135 among its holdings.

17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Mather Group held 1,562 shares of Simplify Opportunistic Income ETF worth $35.2K as of Q1 2026.
  • Simplify Opportunistic Income ETF was a new Mather Group position in Q1 2026.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1135 holding.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.