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CRDTCRDT
6 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. AE Wealth Management holds 25,957 shares of CRDT (Simplify Exchange Traded Fun), worth $610,657, as of its Q2 2026 13F filing. It reduced the position by 929 shares (-3.5%) from Q1 2026. AE Wealth Management has held CRDT since Q1 2025, across 6 quarterly 13F filings.

Current Value

$610,657

Current Shares

25,957

Total Value Change

-$694,865

Total Shares Change

-25,180

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
25,957
-3.5%
$610,6570.0%$23.05
0
2026-Q1
Decreased
26,886
-47.1%
$605,7240.0%$21.79
0
2025-Q4
Increased
50,806
+1.5%
$1.2M0.0%$22.22
26
2025-Q3
Decreased
50,071
-3.3%
$1.2M0.0%$22.18
0
2025-Q2
Increased
51,756
+1.2%
$1.2M0.0%$22.02
26
2025-Q1
New
51,137
-
$1.3M0.0%$23.13
35

Other major holders of CRDT: NorthCoast Asset Management LLC

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