Mid-American Wealth Advisory Group’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Mid-American Wealth Advisory 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	–	Sell	-201,104	Closed	-$4.69M	–	68
2026 Q1	$4.69M	Hold	201,104	–	–	1.98%	13
2025 Q4	$4.69M	Buy	201,104 +14,789	+8%	+$346K	1.98%	13
2025 Q3	$4.41M	Buy	186,315 +25,281	+16%	+$606K	1.97%	16
2025 Q2	$3.85M	Buy	161,034 +113,978	+242%	+$2.83M	1.83%	19
2025 Q1	$1.2M	Buy	47,056 +9,648	+26%	+$247K	0.64%	28
2024 Q4	$939K	Buy	+37,408	New	+$938K	0.55%	28

Other funds holding CRDT

Networth Advisors Canonsburg, Pennsylvania $172M AUM

Mid-American Wealth Advisory Group's CRDT Position: Q2 2026 in Review

Mid-American Wealth Advisory Group sold out of Simplify Opportunistic Income ETF (CRDT) in Q2 2026, closing a stake of 201,104 shares — an estimated $4.69M sold.

Mid-American Wealth Advisory Group first reported a position in CRDT in Q4 2024 and held it in 6 quarters. The position peaked at $4.69M in Q1 2026. 1 fund tracked by Wall St. Rank holds CRDT as of Q2 2026.

Mid-American Wealth Advisory Group reported no remaining Simplify Opportunistic Income ETF position as of Q2 2026 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 201,104 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $4.69M.
Mid-American Wealth Advisory Group first reported a position in Simplify Opportunistic Income ETF in Q4 2024 and held it in 6 quarters.
Mid-American Wealth Advisory Group's Simplify Opportunistic Income ETF position peaked at $4.69M in Q1 2026.
1 fund tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.