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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.66M Sell
69,389
-80
-0.1% -$1.91K 0.01% 779
2025
Q1 		$1.77M Buy
+69,469
New +$1.77M 0.02% 696