UBS Group
CRDT icon

UBS Group’s Simplify Opportunistic Income ETF CRDT Stock Holding History

UBS Group’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
-300
Closed -$6.99K – 10592
2025
Q4 		$6.99K Sell
300
-644
-68% -$15.1K ﹤0.01% 8491
2025
Q3 		$22.3K Sell
944
-5,902
-86% -$141K ﹤0.01% 8082
2025
Q2 		$164K Buy
+6,846
New +$170K ﹤0.01% 6859
2025
Q1 		– Sell
-2,529
Closed -$63.5K – 10285
2024
Q4 		$63.5K Buy
+2,529
New +$63.4K ﹤0.01% 7151
2024
Q1 		– Sell
-139
Closed -$3.57K – 9404
2023
Q4 		$3.57K Sell
139
-1,477
-91% -$37.3K ﹤0.01% 7951
2023
Q3 		$41.1K Buy
+1,616
New +$40.9K ﹤0.01% 6421

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

UBS Group's CRDT Position: Q1 2026 in Review

UBS Group sold out of Simplify Opportunistic Income ETF (CRDT) in Q1 2026, closing a stake of 300 shares — an estimated $6.99K sold.

UBS Group first reported a position in CRDT in Q3 2023 and held it in 6 quarters. The position peaked at $164K in Q2 2025. 17 funds tracked by Wall St. Rank hold CRDT as of Q1 2026.

  • UBS Group reported no remaining Simplify Opportunistic Income ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 300 Simplify Opportunistic Income ETF shares in Q1 2026, an estimated $6.99K.
  • UBS Group first reported a position in Simplify Opportunistic Income ETF in Q3 2023 and held it in 6 quarters.
  • UBS Group's Simplify Opportunistic Income ETF position peaked at $164K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.