Simplify Opportunistic Income ETF
Limited financial coverage for CRDT.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
The Simplify Opportunistic Income ETF (CRDT) primarily aims to deliver immediate income, with long-term growth of capital serving as a secondary goal. This actively managed fund employs an opportunistic credit approach, meticulously selecting securities from the high-yield, investment-grade, and distressed debt markets. Its comprehensive investment methodology integrates macroeconomic insights, quantitative analysis, and fundamental research to uncover unique opportunities, striving to generate superior returns (alpha) that enhance the diversification of typical investment portfolios.
- IPO
- 2023
- HQ
- Las Vegas, NV, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $30.46M
- Div Yield
- 6.50%
- 52W High
- $23.98
- 52W Low
- $20.31
- 50D MA
- $22.59
- 200D MA
- $23.04
- Beta
- 0.50
- RSI (14)
- 15
- Avg Volume
- 6.41K
No earnings-call transcripts are available for CRDT yet.
- Free Float
- 100.0%
- Shares Outstanding
- 1.50M
- Float Shares
- 1.50M
of shares held by institutions
17 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Ascension Capital Advisors, Inc. | 640.98K | ▲ 1.98K |
| Continuum Advisory, LLC | 446.03K | ▲ 14.32K |
| Pathstone Holdings, LLC | 26.65K | ▲ 26.65K |
| Ae Wealth Management LLC | 25.96K | ▼ 929 |
| Napa Wealth Management | 20.91K | ▲ 1.94K |
| Susquehanna International Group, Llp | 12.45K | ▲ 3.13K |
| Trajan Wealth LLC | 8.91K | ▼ 22 |
| Advisor Group Holdings, Inc. | 3.94K | ▲ 906 |
| Lloyd Advisory Services, LLC. | 3.56K | ▲ 2.80K |
| Mather Group, LLC. | 717 | ▼ 845 |
| Kingdom Financial Group LLC. | 679 | ▼ 80 |
| Tounjian Advisory Partners, LLC | 396 | ▲ 396 |
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Jul 7, 08 | ComVest Capital, LLC | other | 525,000 |
| Jul 7, 08 | ComVest Capital, LLC | other | 4,000,000 |
| Jul 7, 08 | ComVest Capital, LLC | other | 8,000,000 |
| Jun 23, 08 | ComVest Capital, LLC | other | 8,000,000 |
| Apr 4, 08 | HERMAN THOMAS F | other | 100,000 |
| May 4, 07 | HERMAN THOMAS F | other | 200,000 |
| Dec 28, 06 | HERMAN THOMAS F | other | 833 |
| Dec 28, 06 | HERMAN THOMAS F | other | 833 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our CRDT coverage
Recent articles, reports, and earnings notes.
No research on CRDT yet
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Generate CRDT report →423,609 Shares in Simplify Opportunistic Income ETF $CRDT Bought by Continuum Advisory LLC
defenseworld.net · Dec 30
Simplify Provides Estimated Capital Gain Distribution Information for 2025
businesswire.com · Dec 12
WisdomTree Collaborates With Chainlink To Bring NAV Data Onchain for the CRDT Tokenized Private Credit Fund
prnewswire.com · Nov 5
Junk Bonds Are Less Junky. But You Still Must Be Careful.
barrons.com · Oct 9
Opportunistic Bond Investing With CRDT: Less 'Fixed,' More 'Income'
seekingalpha.com · Mar 13
Simplify Provides Estimated Capital Gain Distribution Information for 2024
businesswire.com · Nov 27
Simplify Provides Estimated Capital Gain Distribution Information for 2023
businesswire.com · Dec 15
Simplify's SPQ Adds QIS Overlay to Core US Equity Exposure
etftrends.com · Nov 14
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