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Networth Advisors’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Networth Advisors’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 		$5.66K Buy
241
+41
+21% +$951 ﹤0.01% 219
2026
Q1 		$4.51K Sell
200
-68
-25% -$1.57K ﹤0.01% 252
2025
Q4 		$6.25K Buy
+268
New +$6.27K ﹤0.01% 183

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Networth Advisors's CRDT Position: Q2 2026 in Review

Networth Advisors increased its Simplify Opportunistic Income ETF (CRDT) stake by 21% in Q2 2026, buying an estimated $951 and bringing the position to 241 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Networth Advisors first reported a position in CRDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.25K in Q4 2025. 7 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Networth Advisors held 241 shares of Simplify Opportunistic Income ETF worth $5.66K as of Q2 2026.
  • Networth Advisors bought 41 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $951.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #219 holding.
  • Networth Advisors first reported a position in Simplify Opportunistic Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Simplify Opportunistic Income ETF position peaked at $6.25K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.