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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
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

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Mather Group's CRDT Position: Q2 2026 in Review

Mather Group reduced its Simplify Opportunistic Income ETF (CRDT) stake by 54% in Q2 2026, selling an estimated $19.6K and leaving 717 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Mather Group first reported a position in CRDT in Q1 2026 and has held it in 2 quarters since. The position peaked at $35.2K in Q1 2026. 18 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Mather Group held 717 shares of Simplify Opportunistic Income ETF worth $16.9K as of Q2 2026.
  • Mather Group sold 845 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $19.6K.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1371 holding.
  • Mather Group first reported a position in Simplify Opportunistic Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's Simplify Opportunistic Income ETF position peaked at $35.2K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.