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Brinker Capital Investments’s Simplify High Yield ETF CDX Stock Holding History

Brinker Capital Investments’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
Q1 		$7.12M Buy
333,447
+14,927
+5% +$328K 0.06% 285
2025
Q4 		$7.09M Buy
318,520
+295,869
+1,306% +$6.69M 0.05% 318
2025
Q3 		$519K Buy
22,651
+463
+2% +$10.6K ﹤0.01% 1538
2025
Q2 		$517K Sell
22,188
-10,208
-32% -$236K ﹤0.01% 1492
2025
Q1 		$743K Buy
32,396
+9,052
+39% +$205K 0.01% 1222
2024
Q4 		$509K Sell
23,344
-14,355
-38% -$333K 0.01% 1342
2024
Q3 		$895K Buy
37,699
+6,320
+20% +$149K 0.01% 1103
2024
Q2 		$721K Buy
+31,379
New +$719K 0.01% 1141

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $434M AUM 22.79% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return