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

Wealthcare 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
2025 Q4	–	Sell	-128,507	Closed	-$3.04M	–	1079
2025 Q3	$3.04M	Buy	128,507 +14,176	+12%	+$340K	0.06%	250
2025 Q2	$2.73M	Sell	114,331 -4,996	-4%	-$124K	0.06%	262
2025 Q1	$3.05M	Buy	119,327 +15,134	+15%	+$387K	0.08%	213
2024 Q4	$2.62M	Sell	104,193 -6,912	-6%	-$173K	0.07%	222
2024 Q3	$2.81M	Buy	+111,105	New	+$2.81M	0.08%	213

Other funds holding CRDT

ACA

Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthcare Advisory Partners's CRDT Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of Simplify Opportunistic Income ETF (CRDT) in Q4 2025, closing a stake of 128,507 shares — an estimated $3.04M sold.

Wealthcare Advisory Partners first reported a position in CRDT in Q3 2024 and held it in 5 quarters. The position peaked at $3.05M in Q1 2025. 20 funds tracked by Wall St. Rank hold CRDT as of Q4 2025.

Wealthcare Advisory Partners reported no remaining Simplify Opportunistic Income ETF position as of Q4 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 128,507 Simplify Opportunistic Income ETF shares in Q4 2025, an estimated $3.04M.
Wealthcare Advisory Partners first reported a position in Simplify Opportunistic Income ETF in Q3 2024 and held it in 5 quarters.
Wealthcare Advisory Partners's Simplify Opportunistic Income ETF position peaked at $3.05M in Q1 2025.
20 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.