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Advisor OS’s Simplify High Yield ETF CDX Stock Holding History

Advisor OS’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 		$1.69M Buy
+79,922
New +$1.7M 0.11% 136

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
BCI
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

Advisor OS's CDX Position: Q2 2026 in Review

Advisor OS opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 79,922 shares worth $1.69M. The stake represents 0.11% of the portfolio and ranks #136 among its holdings.

92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Advisor OS held 79,922 shares of Simplify High Yield ETF worth $1.69M as of Q2 2026.
  • Simplify High Yield ETF was a new Advisor OS position in Q2 2026.
  • Simplify High Yield ETF made up 0.11% of Advisor OS's portfolio in Q2 2026, its #136 holding.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.