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Trajan Wealth’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Trajan Wealth’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 		$210K Sell
8,912
-22
-0.2% -$510 0.01% 148
2026
Q1 		$201K Sell
8,934
-234
-3% -$5.42K 0.01% 147
2025
Q4 		$214K Sell
9,168
-1,573
-15% -$36.8K 0.01% 144
2025
Q3 		$254K Buy
+10,741
New +$258K 0.01% 137

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Trajan Wealth's CRDT Position: Q2 2026 in Review

Trajan Wealth reduced its Simplify Opportunistic Income ETF (CRDT) stake by 0.25% in Q2 2026, selling an estimated $510 and leaving 8,912 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #148.

Trajan Wealth first reported a position in CRDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $254K in Q3 2025. 18 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Trajan Wealth held 8,912 shares of Simplify Opportunistic Income ETF worth $210K as of Q2 2026.
  • Trajan Wealth sold 22 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $510.
  • Simplify Opportunistic Income ETF made up 0.01% of Trajan Wealth's portfolio in Q2 2026, its #148 holding.
  • Trajan Wealth first reported a position in Simplify Opportunistic Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Trajan Wealth's Simplify Opportunistic Income ETF position peaked at $254K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.