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Principal Securities’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Principal Securities’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 		$538K Buy
23,859
+156
+0.7% +$3.61K 0.01% 957
2025
Q4 		$553K Buy
23,703
+1,573
+7% +$36.8K 0.01% 903
2025
Q3 		$524K Hold
22,130
– – 0.01% 895
2025
Q2 		$529K Buy
+22,130
New +$549K 0.01% 837

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Principal Securities's CRDT Position: Q1 2026 in Review

Principal Securities increased its Simplify Opportunistic Income ETF (CRDT) stake by 0.66% in Q1 2026, buying an estimated $3.61K and bringing the position to 23,859 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #957.

Principal Securities first reported a position in CRDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $553K in Q4 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Principal Securities held 23,859 shares of Simplify Opportunistic Income ETF worth $538K as of Q1 2026.
  • Principal Securities bought 156 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $3.61K.
  • Simplify Opportunistic Income ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #957 holding.
  • Principal Securities first reported a position in Simplify Opportunistic Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Principal Securities's Simplify Opportunistic Income ETF position peaked at $553K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.