CRDT β€” SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Continuum Advisory, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Continuum Advisory, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (CRDT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.06% (2025 Q3)
πŸ“Š Avg. % of fund
0.98%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    CRDT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 386,244 -37,365 -8.8% 0.90% $9.0M $23.08
2025 Q3 INITIATED 423,609 β€” β€” 1.06% $10.0M $23.04

🏒 Other funds also holding CRDT

As of 2025 Q4 β€” sorted by position size

Ascension Capital Advisors, Inc. 3Y 5.09% Mid-American Wealth Advisory Group, Inc. 3Y 1.98% Lloyd Advisory Services, LLC. 3Y 0.05% Sunbelt Securities, Inc. 3Y 7Y 0.03% Kingdom Financial Group LLC. 0.02% Trajan Wealth LLC 0.01% PRINCIPAL SECURITIES, INC. 0.01% Focus Partners Wealth 3Y 7Y 0.01% AE Wealth Management LLC 3Y 7Y 0.01% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0%
← Back to Continuum Advisory, LLC Holdings