AssetMark Inc
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AssetMark Inc’s Simplify High Yield ETF CDX Stock Holding History

AssetMark Inc’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 		– Sell
-114
Closed -$2.43K – 3570
2026
Q1 		$2.43K Buy
+114
New +$2.5K ﹤0.01% 2808
2025
Q2 		– Sell
-804
Closed -$18.4K – 3025
2025
Q1 		$18.4K Buy
+804
New +$18.2K ﹤0.01% 1727

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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

AssetMark Inc's CDX Position: Q2 2026 in Review

AssetMark Inc sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 114 shares — an estimated $2.43K sold.

AssetMark Inc first reported a position in CDX in Q1 2025 and held it in 2 quarters. The position peaked at $18.4K in Q1 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • AssetMark Inc reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 114 Simplify High Yield ETF shares in Q2 2026, an estimated $2.43K.
  • AssetMark Inc first reported a position in Simplify High Yield ETF in Q1 2025 and held it in 2 quarters.
  • AssetMark Inc's Simplify High Yield ETF position peaked at $18.4K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.