Pathstone Holdings
CRDT icon

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

Pathstone 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 		$627K Buy
+26,650
New +$618K ﹤0.01% 1756

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AWM
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TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Pathstone Holdings's CRDT Position: Q2 2026 in Review

Pathstone Holdings opened a new position in Simplify Opportunistic Income ETF (CRDT) in Q2 2026: 26,650 shares worth $627K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings.

18 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Pathstone Holdings held 26,650 shares of Simplify Opportunistic Income ETF worth $627K as of Q2 2026.
  • Simplify Opportunistic Income ETF was a new Pathstone Holdings position in Q2 2026.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1756 holding.
  • 18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

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