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Altiora Financial Group’s Simplify High Yield ETF CDX Stock Holding History

Altiora Financial Group’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
Q1 		$19.2M Sell
898,970
-175,432
-16% -$3.86M 3.16% 7
2025
Q4 		$23.9M Buy
1,074,402
+69,041
+7% +$1.56M 4.12% 5
2025
Q3 		$23M Buy
1,005,361
+754,944
+301% +$17.3M 4.21% 6
2025
Q2 		$5.84M Buy
+250,417
New +$5.78M 1.14% 20

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 $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Altiora Financial Group's CDX Position: Q1 2026 in Review

Altiora Financial Group reduced its Simplify High Yield ETF (CDX) stake by 16% in Q1 2026, selling an estimated $3.86M and leaving 898,970 shares worth $19.2M. The position accounts for 3.16% of the portfolio, ranked #7.

Altiora Financial Group first reported a position in CDX in Q2 2025 and has held it in 4 quarters since. The position peaked at $23.9M in Q4 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Altiora Financial Group held 898,970 shares of Simplify High Yield ETF worth $19.2M as of Q1 2026.
  • Altiora Financial Group sold 175,432 Simplify High Yield ETF shares in Q1 2026, an estimated $3.86M.
  • Simplify High Yield ETF made up 3.16% of Altiora Financial Group's portfolio in Q1 2026, its #7 holding.
  • Altiora Financial Group first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • Altiora Financial Group's Simplify High Yield ETF position peaked at $23.9M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.