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Beacon Capital Management LLC (Tennessee)’s Simplify High Yield ETF CDX Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-1,766
Closed -$41.2K – 270
2025
Q2 		$41.2K Buy
+1,766
New +$40.8K 0.01% 375

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Beacon Capital Management LLC (Tennessee)'s CDX Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Simplify High Yield ETF (CDX) in Q3 2025, closing a stake of 1,766 shares — an estimated $41.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CDX in Q2 2025 and held it in 1 quarter. The position peaked at $41.2K in Q2 2025. 68 funds tracked by Wall St. Rank hold CDX as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Simplify High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,766 Simplify High Yield ETF shares in Q3 2025, an estimated $41.2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Simplify High Yield ETF position peaked at $41.2K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.