Montgomery Financial Services’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Montgomery Financial Services’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	$729	Buy	+31	New	+$719	﹤0.01%	308

Other funds holding CRDT

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

KFG

Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

Montgomery Financial Services's CRDT Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Simplify Opportunistic Income ETF (CRDT) in Q2 2026: 31 shares worth $729. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings.

18 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

Montgomery Financial Services held 31 shares of Simplify Opportunistic Income ETF worth $729 as of Q2 2026.
Simplify Opportunistic Income ETF was a new Montgomery Financial Services position in Q2 2026.
Simplify Opportunistic Income ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #308 holding.
18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.