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Sunbelt Securities’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Sunbelt 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
Q1 		– Sell
-21,871
Closed -$510K – 2982
2025
Q4 		$510K Sell
21,871
-11,290
-34% -$264K 0.03% 397
2025
Q3 		$785K Buy
33,161
+25,216
+317% +$605K 0.05% 296
2025
Q2 		$199K Sell
7,945
-21,098
-73% -$523K 0.02% 584
2025
Q1 		$741K Buy
+29,043
New +$743K 0.07% 242

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 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

Sunbelt Securities's CRDT Position: Q1 2026 in Review

Sunbelt Securities sold out of Simplify Opportunistic Income ETF (CRDT) in Q1 2026, closing a stake of 21,871 shares — an estimated $510K sold.

Sunbelt Securities first reported a position in CRDT in Q1 2025 and held it in 4 quarters. The position peaked at $785K in Q3 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Sunbelt Securities reported no remaining Simplify Opportunistic Income ETF position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 21,871 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $510K.
  • Sunbelt Securities first reported a position in Simplify Opportunistic Income ETF in Q1 2025 and held it in 4 quarters.
  • Sunbelt Securities's Simplify Opportunistic Income ETF position peaked at $785K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.