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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
Q2 		$7.89M Buy
373,393
+39,946
+12% +$852K 0.06% 287
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 $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Brinker Capital Investments's CDX Position: Q2 2026 in Review

Brinker Capital Investments increased its Simplify High Yield ETF (CDX) stake by 12% in Q2 2026, buying an estimated $852K and bringing the position to 373,393 shares worth $7.89M. The position accounts for 0.06% of the portfolio, ranked #287.

Brinker Capital Investments first reported a position in CDX in Q2 2024 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Brinker Capital Investments held 373,393 shares of Simplify High Yield ETF worth $7.89M as of Q2 2026.
  • Brinker Capital Investments bought 39,946 Simplify High Yield ETF shares in Q2 2026, an estimated $852K.
  • Simplify High Yield ETF made up 0.06% of Brinker Capital Investments's portfolio in Q2 2026, its #287 holding.
  • Brinker Capital Investments first reported a position in Simplify High Yield ETF in Q2 2024 and has held it in 9 quarters since.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.