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

Tounjian Advisory Partners’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 		$9.31K Buy
+396
New +$9.19K ﹤0.01% 390

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
MG
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
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

Tounjian Advisory Partners's CRDT Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Simplify Opportunistic Income ETF (CRDT) in Q2 2026: 396 shares worth $9.31K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings.

10 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Tounjian Advisory Partners held 396 shares of Simplify Opportunistic Income ETF worth $9.31K as of Q2 2026.
  • Simplify Opportunistic Income ETF was a new Tounjian Advisory Partners position in Q2 2026.
  • Simplify Opportunistic Income ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #390 holding.
  • 10 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.