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Ameritas Advisory Services’s Simplify High Yield ETF CDX Stock Holding History

Ameritas Advisory Services’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 		$42.4K Buy
+2,008
New +$42.8K ﹤0.01% 1279
2025
Q3 		– Sell
-2,273
Closed -$53K – 2236
2025
Q2 		$53K Buy
+2,273
New +$52.5K ﹤0.01% 1280

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

Ameritas Advisory Services's CDX Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 2,008 shares worth $42.4K. The stake represents ﹤0.01% of the portfolio and ranks #1279 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CDX as recently as Q2 2025.

Ameritas Advisory Services first reported a position in CDX in Q2 2025 and has held it in 2 quarters since. The position peaked at $53K in Q2 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Ameritas Advisory Services held 2,008 shares of Simplify High Yield ETF worth $42.4K as of Q2 2026.
  • Simplify High Yield ETF was a new Ameritas Advisory Services position in Q2 2026.
  • Simplify High Yield ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1279 holding.
  • Ameritas Advisory Services first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 2 quarters since.
  • Ameritas Advisory Services's Simplify High Yield ETF position peaked at $53K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.