Belpointe Asset Management’s Simplify High Yield ETF CDX Stock Holding History

Belpointe Asset Management’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	$707K	Buy	33,481 +1,973	+6%	+$42.1K	0.02%	602
2026 Q1	$672K	Buy	31,508 +20,554	+188%	+$452K	0.02%	599
2025 Q4	$244K	Buy	10,954 +489	+5%	+$11.1K	0.01%	889
2025 Q3	$240K	Buy	10,465 +890	+9%	+$20.4K	0.01%	868
2025 Q2	$223K	Buy	+9,575	New	+$221K	0.01%	846

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

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Belpointe Asset Management's CDX Position: Q2 2026 in Review

Belpointe Asset Management increased its Simplify High Yield ETF (CDX) stake by 6.3% in Q2 2026, buying an estimated $42.1K and bringing the position to 33,481 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #602.

Belpointe Asset Management first reported a position in CDX in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

Belpointe Asset Management held 33,481 shares of Simplify High Yield ETF worth $707K as of Q2 2026.
Belpointe Asset Management bought 1,973 Simplify High Yield ETF shares in Q2 2026, an estimated $42.1K.
Simplify High Yield ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #602 holding.
Belpointe Asset Management first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 5 quarters since.
40 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.