AE Wealth Management’s Simplify High Yield ETF CDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.1M Buy
862,680
+303,406
+54% +$7.08M 0.15% 157
2025
Q1
$12.8M Buy
559,274
+49,214
+10% +$1.13M 0.11% 205
2024
Q4
$11.1M Buy
510,060
+30,406
+6% +$663K 0.09% 224
2024
Q3
$11.4M Buy
479,654
+462,157
+2,641% +$11M 0.1% 217
2024
Q2
$402K Buy
+17,497
New +$402K ﹤0.01% 941