Osaic Holdings
CRDT icon

Osaic Holdings’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Osaic Holdings’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 		$92.6K Buy
3,935
+906
+30% +$21K ﹤0.01% 5014
2026
Q1 		$68.3K Buy
3,029
+33
+1% +$764 ﹤0.01% 4969
2025
Q4 		$69.9K Buy
2,996
+50
+2% +$1.17K ﹤0.01% 5000
2025
Q3 		$69.7K Buy
2,946
+26
+0.9% +$623 ﹤0.01% 5082
2025
Q2 		$69.8K Buy
2,920
+37
+1% +$918 ﹤0.01% 4794
2025
Q1 		$73.7K Buy
+2,883
New +$73.7K ﹤0.01% 4408

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
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
MG
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
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Osaic Holdings's CRDT Position: Q2 2026 in Review

Osaic Holdings increased its Simplify Opportunistic Income ETF (CRDT) stake by 30% in Q2 2026, buying an estimated $21K and bringing the position to 3,935 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5014.

Osaic Holdings first reported a position in CRDT in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Osaic Holdings held 3,935 shares of Simplify Opportunistic Income ETF worth $92.6K as of Q2 2026.
  • Osaic Holdings bought 906 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $21K.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5014 holding.
  • Osaic Holdings first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.