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 |
|