Authentikos Wealth Advisory
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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

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 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.