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
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 $318M AUM 15.97% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Osaic Holdings's CRDT Position: Q1 2026 in Review

Osaic Holdings increased its Simplify Opportunistic Income ETF (CRDT) stake by 1.1% in Q1 2026, buying an estimated $764 and bringing the position to 3,029 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4969.

Osaic Holdings first reported a position in CRDT in Q1 2025 and has held it in 5 quarters since. The position peaked at $73.7K in Q1 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Osaic Holdings held 3,029 shares of Simplify Opportunistic Income ETF worth $68.3K as of Q1 2026.
  • Osaic Holdings bought 33 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $764.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4969 holding.
  • Osaic Holdings first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Osaic Holdings's Simplify Opportunistic Income ETF position peaked at $73.7K in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.