Continuum Advisory LLC purchased a new stake in Simplify Opportunistic Income ETF (NYSEARCA:CRDT – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 423,609 shares of the company’s stock, valued at approximately $10,023,000. Simplify Opportunistic Income ETF comprises approximately 1.1% of Continuum Advisory LLC’s holdings, making the stock its 17th largest position. Continuum Advisory LLC owned about 13.36% of Simplify Opportunistic Income ETF as of its most recent SEC filing.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Jane Street Group LLC acquired a new position in shares of Simplify Opportunistic Income ETF in the first quarter worth approximately $408,000. Envestnet Asset Management Inc. bought a new position in Simplify Opportunistic Income ETF during the 2nd quarter worth approximately $599,000. Stratos Wealth Advisors LLC lifted its position in shares of Simplify Opportunistic Income ETF by 9.6% in the 2nd quarter. Stratos Wealth Advisors LLC now owns 27,240 shares of the company’s stock worth $651,000 after purchasing an additional 2,394 shares during the period. AE Wealth Management LLC boosted its stake in shares of Simplify Opportunistic Income ETF by 1.2% in the 2nd quarter. AE Wealth Management LLC now owns 51,756 shares of the company’s stock valued at $1,237,000 after purchasing an additional 619 shares during the last quarter. Finally, Mid American Wealth Advisory Group Inc. increased its position in shares of Simplify Opportunistic Income ETF by 242.2% during the second quarter. Mid American Wealth Advisory Group Inc. now owns 161,034 shares of the company’s stock worth $3,848,000 after buying an additional 113,978 shares during the period.
Simplify Opportunistic Income ETF Stock Down 0.3%
Shares of NYSEARCA CRDT opened at $23.15 on Tuesday. The company has a market capitalization of $72.23 million, a PE ratio of 9.33 and a beta of 0.05. Simplify Opportunistic Income ETF has a twelve month low of $22.96 and a twelve month high of $25.99. The firm has a fifty day simple moving average of $23.31 and a 200 day simple moving average of $23.75.
Simplify Opportunistic Income ETF Profile
The Simplify Opportunistic Income ETF (CRDT) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund that holds various fixed income securities from developed markets. The fund has no maturity and credit rating limitation CRDT was launched on Jun 26, 2023 and is managed by Simplify.
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