Wealthcare Advisory Partners LLC Sells 6,912 Shares of Simplify Opportunistic Income ETF (NYSEARCA:CRDT)

Wealthcare Advisory Partners LLC trimmed its holdings in shares of Simplify Opportunistic Income ETF (NYSEARCA:CRDT) by 6.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 104,193 shares of the company’s stock after selling 6,912 shares during the period. Wealthcare Advisory Partners LLC’s holdings in Simplify Opportunistic Income ETF were worth $2,615,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Napa Wealth Management acquired a new stake in Simplify Opportunistic Income ETF during the 3rd quarter worth $407,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Simplify Opportunistic Income ETF in the 4th quarter valued at $939,000. Finally, Kovitz Investment Group Partners LLC bought a new position in shares of Simplify Opportunistic Income ETF in the 3rd quarter worth $50,573,000.

Simplify Opportunistic Income ETF Trading Up 0.8 %

NYSEARCA CRDT opened at $25.39 on Friday. Simplify Opportunistic Income ETF has a 12 month low of $24.57 and a 12 month high of $25.82. The stock has a 50-day simple moving average of $25.07 and a 200 day simple moving average of $25.17.

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.