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

Avantax 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
2025
Q2 		$997K Buy
42,760
+858
+2% +$19.8K 0.01% 1176
2025
Q1 		$961K Buy
41,902
+3,948
+10% +$89.2K 0.01% 1109
2024
Q4 		$828K Sell
37,954
-1,468
-4% -$34.1K 0.01% 1137
2024
Q3 		$936K Sell
39,422
-2,843
-7% -$67.1K 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% +$166K 0.01% 756
2023
Q4 		$819K Buy
35,888
+12,974
+57% +$288K 0.01% 789
2023
Q3 		$495K Buy
+22,914
New +$500K 0.01% 950

Other funds holding CDX

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Avantax Advisory Services's CDX Position: Q2 2025 in Review

Avantax Advisory Services increased its Simplify High Yield ETF (CDX) stake by 2% in Q2 2025, buying an estimated $19.8K and bringing the position to 42,760 shares worth $997K. The position accounts for 0.01% of the portfolio, ranked #1176.

Avantax Advisory Services first reported a position in CDX in Q3 2023 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold CDX as of Q2 2025.

  • Avantax Advisory Services held 42,760 shares of Simplify High Yield ETF worth $997K as of Q2 2025.
  • Avantax Advisory Services bought 858 Simplify High Yield ETF shares in Q2 2025, an estimated $19.8K.
  • Simplify High Yield ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1176 holding.
  • Avantax Advisory Services first reported a position in Simplify High Yield ETF in Q3 2023 and has held it in 8 quarters since.
  • 47 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.