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Advisory Services Network’s Simplify High Yield ETF CDX Stock Holding History

Advisory Services Network’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 		$1.25M Sell
59,261
-32
-0.1% -$682 0.01% 901
2026
Q1 		$1.27M Buy
59,293
+4,319
+8% +$94.9K 0.02% 818
2025
Q4 		$1.22M Buy
+54,974
New +$1.24M 0.02% 798

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

Advisory Services Network's CDX Position: Q2 2026 in Review

Advisory Services Network reduced its Simplify High Yield ETF (CDX) stake by 0.05% in Q2 2026, selling an estimated $682 and leaving 59,261 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #901.

Advisory Services Network first reported a position in CDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q1 2026. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Advisory Services Network held 59,261 shares of Simplify High Yield ETF worth $1.25M as of Q2 2026.
  • Advisory Services Network sold 32 Simplify High Yield ETF shares in Q2 2026, an estimated $682.
  • Simplify High Yield ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #901 holding.
  • Advisory Services Network first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Advisory Services Network's Simplify High Yield ETF position peaked at $1.27M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.