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BayBridge Capital Group’s Simplify High Yield ETF CDX Stock Holding History

BayBridge Capital Group’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 		$537K Buy
25,446
+15,229
+149% +$325K 0.28% 69
2026
Q1 		$228K Hold
10,217
– – 0.14% 92
2025
Q4 		$228K Buy
10,217
+675
+7% +$15.3K 0.14% 92
2025
Q3 		$219K Buy
+9,542
New +$219K 0.14% 91

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BayBridge Capital Group's CDX Position: Q2 2026 in Review

BayBridge Capital Group increased its Simplify High Yield ETF (CDX) stake by 149% in Q2 2026, buying an estimated $325K and bringing the position to 25,446 shares worth $537K. The position accounts for 0.28% of the portfolio, ranked #69.

BayBridge Capital Group first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • BayBridge Capital Group held 25,446 shares of Simplify High Yield ETF worth $537K as of Q2 2026.
  • BayBridge Capital Group bought 15,229 Simplify High Yield ETF shares in Q2 2026, an estimated $325K.
  • Simplify High Yield ETF made up 0.28% of BayBridge Capital Group's portfolio in Q2 2026, its #69 holding.
  • BayBridge Capital Group first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.