Adapt Wealth Advisors
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Adapt Wealth Advisors’s Simplify High Yield ETF CDX Stock Holding History

Adapt Wealth Advisors’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
Q2 		$4.25M Sell
201,459
-12,701
-6% -$271K 1.39% 17
2026
Q1 		$4.57M Sell
214,160
-14,189
-6% -$312K 1.66% 14
2025
Q4 		$5.09M Buy
228,349
+104,492
+84% +$2.36M 1.75% 14
2025
Q3 		$2.84M Buy
+123,857
New +$2.85M 1.05% 23

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Drive Wealth Management
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Adapt Wealth Advisors's CDX Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its Simplify High Yield ETF (CDX) stake by 5.9% in Q2 2026, selling an estimated $271K and leaving 201,459 shares worth $4.25M. The position accounts for 1.39% of the portfolio, ranked #17.

Adapt Wealth Advisors first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.09M in Q4 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Adapt Wealth Advisors held 201,459 shares of Simplify High Yield ETF worth $4.25M as of Q2 2026.
  • Adapt Wealth Advisors sold 12,701 Simplify High Yield ETF shares in Q2 2026, an estimated $271K.
  • Simplify High Yield ETF made up 1.39% of Adapt Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Adapt Wealth Advisors first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Adapt Wealth Advisors's Simplify High Yield ETF position peaked at $5.09M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.