Avantax Advisory Services’s Simplify High Yield ETF CDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Buy |
42,760
+858
| +2% | +$20K | 0.01% | 1176 |
|
|
2025
Q1 | $961K | Buy |
41,902
+3,948
| +10% | +$90.6K | 0.01% | 1109 |
|
|
2024
Q4 | $828K | Sell |
37,954
-1,468
| -4% | -$32K | 0.01% | 1137 |
|
|
2024
Q3 | $936K | Sell |
39,422
-2,843
| -7% | -$67.5K | 0.01% | 1066 |
|
|
2024
Q2 | $971K | Sell |
42,265
-823
| -2% | -$18.9K | 0.01% | 992 |
|
|
2024
Q1 | $988K | Buy |
43,088
+7,200
| +20% | +$165K | 0.01% | 756 |
|
|
2023
Q4 | $819K | Buy |
35,888
+12,974
| +57% | +$296K | 0.01% | 789 |
|
|
2023
Q3 | $495K | Buy |
+22,914
| New | +$495K | 0.01% | 950 |
|