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Authentikos Wealth Advisory’s Simplify High Yield ETF CDX Stock Holding History

Authentikos Wealth Advisory’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
2024
Q4 		– Sell
-1,321
Closed -$31.4K – 96
2024
Q3 		$31.4K Sell
1,321
-94,928
-99% -$2.24M 0.03% 127
2024
Q2 		$2M Buy
+96,249
New +$2.21M 1.93% 14

Other funds holding CDX

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Authentikos Wealth Advisory's CDX Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of Simplify High Yield ETF (CDX) in Q4 2024, closing a stake of 1,321 shares — an estimated $31.4K sold.

Authentikos Wealth Advisory first reported a position in CDX in Q2 2024 and held it in 2 quarters. The position peaked at $2M in Q2 2024. 24 funds tracked by Wall St. Rank hold CDX as of Q4 2024.

  • Authentikos Wealth Advisory reported no remaining Simplify High Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 1,321 Simplify High Yield ETF shares in Q4 2024, an estimated $31.4K.
  • Authentikos Wealth Advisory first reported a position in Simplify High Yield ETF in Q2 2024 and held it in 2 quarters.
  • Authentikos Wealth Advisory's Simplify High Yield ETF position peaked at $2M in Q2 2024.
  • 24 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.