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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
Q2 		– Sell
-23,859
Closed -$538K – 1547
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 $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
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

Principal Securities's CRDT Position: Q2 2026 in Review

Principal Securities sold out of Simplify Opportunistic Income ETF (CRDT) in Q2 2026, closing a stake of 23,859 shares — an estimated $538K sold.

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

  • Principal Securities reported no remaining Simplify Opportunistic Income ETF position as of Q2 2026 after selling out during the quarter.
  • Principal Securities sold 23,859 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $538K.
  • Principal Securities first reported a position in Simplify Opportunistic Income ETF in Q2 2025 and held it in 4 quarters.
  • 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 Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.