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Advisor Resource Council’s Simplify High Yield ETF CDX Stock Holding History

Advisor Resource Council’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 		$671K Buy
32,003
+2,694
+9% +$57.4K 0.19% 107
2026
Q1 		$625K Buy
29,309
+1,783
+6% +$39.2K 0.2% 100
2025
Q4 		$609K Buy
+27,526
New +$623K 0.22% 103

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
PEA
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
DWM
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

Advisor Resource Council's CDX Position: Q2 2026 in Review

Advisor Resource Council increased its Simplify High Yield ETF (CDX) stake by 9.2% in Q2 2026, buying an estimated $57.4K and bringing the position to 32,003 shares worth $671K. The position accounts for 0.19% of the portfolio, ranked #107.

Advisor Resource Council first reported a position in CDX in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Advisor Resource Council held 32,003 shares of Simplify High Yield ETF worth $671K as of Q2 2026.
  • Advisor Resource Council bought 2,694 Simplify High Yield ETF shares in Q2 2026, an estimated $57.4K.
  • Simplify High Yield ETF made up 0.19% of Advisor Resource Council's portfolio in Q2 2026, its #107 holding.
  • Advisor Resource Council first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.