Steward Partners Investment Advisory’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Steward Partners Investment Advisory’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	-1,558	Closed	-$35.1K	–	4702
2026 Q1	$35.1K	Hold	1,558	–	–	﹤0.01%	2955
2025 Q4	$36.3K	Sell	1,558 -51,308	-97%	-$1.2M	﹤0.01%	2835
2025 Q3	$1.25M	Sell	52,866 -16,523	-24%	-$396K	0.01%	962
2025 Q2	$1.66M	Sell	69,389 -80	-0.1%	-$1.98K	0.01%	779
2025 Q1	$1.77M	Buy	+69,469	New	+$1.78M	0.02%	696

Other funds holding CRDT

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's CRDT Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Simplify Opportunistic Income ETF (CRDT) in Q2 2026, closing a stake of 1,558 shares — an estimated $35.1K sold.

Steward Partners Investment Advisory first reported a position in CRDT in Q1 2025 and held it in 5 quarters. The position peaked at $1.77M in Q1 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Simplify Opportunistic Income ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,558 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $35.1K.
Steward Partners Investment Advisory first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 5 quarters.
Steward Partners Investment Advisory's Simplify Opportunistic Income ETF position peaked at $1.77M in Q1 2025.
17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.