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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
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 $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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Trajan Wealth's CRDT Position: Q1 2026 in Review

Trajan Wealth reduced its Simplify Opportunistic Income ETF (CRDT) stake by 2.6% in Q1 2026, selling an estimated $5.42K and leaving 8,934 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #147.

Trajan Wealth first reported a position in CRDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $254K in Q3 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • Trajan Wealth held 8,934 shares of Simplify Opportunistic Income ETF worth $201K as of Q1 2026.
  • Trajan Wealth sold 234 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $5.42K.
  • Simplify Opportunistic Income ETF made up 0.01% of Trajan Wealth's portfolio in Q1 2026, its #147 holding.
  • Trajan Wealth first reported a position in Simplify Opportunistic Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Trajan Wealth's Simplify Opportunistic Income ETF position peaked at $254K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.