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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 $1.01B AUM 28.81% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

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 Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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. 91 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.
91 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.