BayBridge Capital Group
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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
Q3 		$1.35M Buy
66,979
+41,533
+163% +$859K 0.71% 43
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

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

BayBridge Capital Group's CDX Position: Q3 2026 in Review

BayBridge Capital Group increased its Simplify High Yield ETF (CDX) stake by 163% in Q3 2026, buying an estimated $859K and bringing the position to 66,979 shares worth $1.35M. The position accounts for 0.71% of the portfolio, ranked #43.

BayBridge Capital Group first reported a position in CDX in Q3 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • BayBridge Capital Group held 66,979 shares of Simplify High Yield ETF worth $1.35M as of Q3 2026.
  • BayBridge Capital Group bought 41,533 Simplify High Yield ETF shares in Q3 2026, an estimated $859K.
  • Simplify High Yield ETF made up 0.71% of BayBridge Capital Group's portfolio in Q3 2026, its #43 holding.
  • BayBridge Capital Group first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on BayBridge Capital Group's 13F filing for Q3 2026, filed 13 Oct 2026.