AIP
CDX icon

Almanack Investment Partners’s Simplify High Yield ETF CDX Stock Holding History

Almanack Investment Partners’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 		$699K Sell
33,098
-53,877
-62% -$1.15M 0.09% 129
2026
Q1 		$1.86M Buy
86,975
+67,801
+354% +$1.49M 0.31% 37
2025
Q4 		$427K Buy
19,174
+8,287
+76% +$187K 0.07% 109
2025
Q3 		$249K Buy
+10,887
New +$250K 0.04% 169

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

Almanack Investment Partners's CDX Position: Q2 2026 in Review

Almanack Investment Partners reduced its Simplify High Yield ETF (CDX) stake by 62% in Q2 2026, selling an estimated $1.15M and leaving 33,098 shares worth $699K. The position accounts for 0.09% of the portfolio, ranked #129.

Almanack Investment Partners first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.86M in Q1 2026. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Almanack Investment Partners held 33,098 shares of Simplify High Yield ETF worth $699K as of Q2 2026.
  • Almanack Investment Partners sold 53,877 Simplify High Yield ETF shares in Q2 2026, an estimated $1.15M.
  • Simplify High Yield ETF made up 0.09% of Almanack Investment Partners's portfolio in Q2 2026, its #129 holding.
  • Almanack Investment Partners first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Almanack Investment Partners's Simplify High Yield ETF position peaked at $1.86M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.