Altiora Financial Group
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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
Q3 		– Sell
-572,852
Closed -$12.1M – 108
2026
Q2 		$12.1M Sell
572,852
-326,118
-36% -$6.95M 1.91% 13
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

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Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Altiora Financial Group's CDX Position: Q3 2026 in Review

Altiora Financial Group sold out of Simplify High Yield ETF (CDX) in Q3 2026, closing a stake of 572,852 shares — an estimated $12.1M sold.

Altiora Financial Group first reported a position in CDX in Q2 2025 and held it in 5 quarters. The position peaked at $23.9M in Q4 2025. 51 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • Altiora Financial Group reported no remaining Simplify High Yield ETF position as of Q3 2026 after selling out during the quarter.
  • Altiora Financial Group sold 572,852 Simplify High Yield ETF shares in Q3 2026, an estimated $12.1M.
  • Altiora Financial Group first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 5 quarters.
  • Altiora Financial Group's Simplify High Yield ETF position peaked at $23.9M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.