Continuum Advisory LLC Acquires Shares of 423,609 Simplify Opportunistic Income ETF $CRDT

Continuum Advisory LLC bought a new position in shares of Simplify Opportunistic Income ETF (NYSEARCA:CRDT) in the 3rd quarter, HoldingsChannel reports. The fund bought 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 investment portfolio, making the stock its 17th largest holding. Continuum Advisory LLC owned approximately 0.13% 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 Simplify Opportunistic Income ETF during the 1st quarter valued at about $408,000. Envestnet Asset Management Inc. bought a new position in shares of Simplify Opportunistic Income ETF in the second quarter valued at approximately $599,000. Stratos Wealth Advisors LLC boosted its position in shares of Simplify Opportunistic Income ETF by 9.6% during the second quarter. Stratos Wealth Advisors LLC now owns 27,240 shares of the company’s stock valued at $651,000 after buying an additional 2,394 shares during the last quarter. AE Wealth Management LLC boosted its position in shares of Simplify Opportunistic Income ETF by 1.2% during the second quarter. AE Wealth Management LLC now owns 51,756 shares of the company’s stock valued at $1,237,000 after buying an additional 619 shares during the last quarter. Finally, Mid American Wealth Advisory Group Inc. grew its holdings in 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 in the last quarter.

Simplify Opportunistic Income ETF Trading Down 0.3%

Shares of NYSEARCA:CRDT opened at $23.15 on Tuesday. The stock has a market cap of $72.23 million, a PE ratio of 9.33 and a beta of 0.05. The stock’s fifty day simple moving average is $23.31 and its two-hundred day simple moving average is $23.75. Simplify Opportunistic Income ETF has a 1-year low of $22.96 and a 1-year high of $25.99.

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.