Napa Wealth Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Napa Wealth Management’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
2025 Q3	$495K	Buy	20,915 +1,943	+10%	+$46.6K	0.23%	99
2025 Q2	$453K	Sell	18,972 -866	-4%	-$21.5K	0.22%	109
2025 Q1	$506K	Sell	19,838 -2,483	-11%	-$63.5K	0.29%	102
2024 Q4	$560K	Buy	22,321 +6,248	+39%	+$157K	0.24%	120
2024 Q3	$407K	Buy	+16,073	New	+$406K	0.19%	113

Other funds holding CRDT

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

ACA

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

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Napa Wealth Management's CRDT Position: Q3 2025 in Review

Napa Wealth Management increased its Simplify Opportunistic Income ETF (CRDT) stake by 10% in Q3 2025, buying an estimated $46.6K and bringing the position to 20,915 shares worth $495K. The position accounts for 0.23% of the portfolio, ranked #99.

Napa Wealth Management first reported a position in CRDT in Q3 2024 and has held it in 5 quarters since. The position peaked at $560K in Q4 2024. 24 funds tracked by Wall St. Rank hold CRDT as of Q3 2025.

Napa Wealth Management held 20,915 shares of Simplify Opportunistic Income ETF worth $495K as of Q3 2025.
Napa Wealth Management bought 1,943 Simplify Opportunistic Income ETF shares in Q3 2025, an estimated $46.6K.
Simplify Opportunistic Income ETF made up 0.23% of Napa Wealth Management's portfolio in Q3 2025, its #99 holding.
Napa Wealth Management first reported a position in Simplify Opportunistic Income ETF in Q3 2024 and has held it in 5 quarters since.
Napa Wealth Management's Simplify Opportunistic Income ETF position peaked at $560K in Q4 2024.
24 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.