CRDT — Simplify Opportunistic Income Etf

Ownership history in FLOW TRADERS U.S. LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which FLOW TRADERS U.S. LLC reported a position in Simplify Opportunistic Income Etf (CRDT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 16,333 — — 0.02% $386K $23.04
% of Fund (quarterly)    CRDT price (monthly, adj. close)

Other funds also holding CRDT

As of 2025 Q4 — sorted by position size

Ascension Capital Advisors, Inc. 3Y 5.09% Mid-American Wealth Advisory Group, Inc. 3Y 1.98% Continuum Advisory, LLC 3Y 0.9% 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%
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