Superior Planning, LLC’s Simplify High Yield ETF CDX Stock Holding History

Superior Planning, LLC’s Portfolio CDX Stock Details CDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$34.2K	Buy	+1,694	New	+$35K	0.01%	495

Other funds holding CDX

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's CDX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Simplify High Yield ETF (CDX) in Q3 2026: 1,694 shares worth $34.2K. The stake represents 0.01% of the portfolio and ranks #495 among its holdings.

63 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

Superior Planning, LLC held 1,694 shares of Simplify High Yield ETF worth $34.2K as of Q3 2026.
Simplify High Yield ETF was a new Superior Planning, LLC position in Q3 2026.
Simplify High Yield ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #495 holding.
63 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.