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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Steward Partners Investment Advisory's CRDT Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Simplify Opportunistic Income ETF (CRDT) position steady in Q1 2026 at 1,558 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

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

  • Steward Partners Investment Advisory held 1,558 shares of Simplify Opportunistic Income ETF worth $35.1K as of Q1 2026.
  • Steward Partners Investment Advisory left its Simplify Opportunistic Income ETF share count unchanged in Q1 2026.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2955 holding.
  • Steward Partners Investment Advisory first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 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 Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.