Stratos Wealth Advisors’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Stratos Wealth Advisors’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
2025 Q3	–	Sell	-27,240	Closed	-$651K	–	685
2025 Q2	$651K	Buy	27,240 +2,394	+10%	+$59.4K	0.03%	398
2025 Q1	$634K	Buy	+24,846	New	+$635K	0.03%	388

Other funds holding CRDT

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

AWA

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Stratos Wealth Advisors's CRDT Position: Q3 2025 in Review

Stratos Wealth Advisors sold out of Simplify Opportunistic Income ETF (CRDT) in Q3 2025, closing a stake of 27,240 shares — an estimated $651K sold.

Stratos Wealth Advisors first reported a position in CRDT in Q1 2025 and held it in 2 quarters. The position peaked at $651K in Q2 2025. 24 funds tracked by Wall St. Rank hold CRDT as of Q3 2025.

Stratos Wealth Advisors reported no remaining Simplify Opportunistic Income ETF position as of Q3 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 27,240 Simplify Opportunistic Income ETF shares in Q3 2025, an estimated $651K.
Stratos Wealth Advisors first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 2 quarters.
Stratos Wealth Advisors's Simplify Opportunistic Income ETF position peaked at $651K in Q2 2025.
24 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q3 2025.

Based on Stratos Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.