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Park Square Financial Group’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Park Square Financial Group’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 		– Sell
-237
Closed -$5.66K – 402
2025
Q2 		$5.66K Buy
237
+61
+35% +$1.51K ﹤0.01% 717
2025
Q1 		$4.49K Buy
+176
New +$4.5K ﹤0.01% 762

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CA
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AWA
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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
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 $18.5B AUM 19.51% 1-Year Est. Return

Park Square Financial Group's CRDT Position: Q3 2025 in Review

Park Square Financial Group sold out of Simplify Opportunistic Income ETF (CRDT) in Q3 2025, closing a stake of 237 shares — an estimated $5.66K sold.

Park Square Financial Group first reported a position in CRDT in Q1 2025 and held it in 2 quarters. The position peaked at $5.66K in Q2 2025. 24 funds tracked by Wall St. Rank hold CRDT as of Q3 2025.

  • Park Square Financial Group reported no remaining Simplify Opportunistic Income ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 237 Simplify Opportunistic Income ETF shares in Q3 2025, an estimated $5.66K.
  • Park Square Financial Group first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Simplify Opportunistic Income ETF position peaked at $5.66K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.