Cambridge Advisors’s Simplify High Yield ETF CDX Stock Holding History

Cambridge Advisors’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	$238K	Buy	+11,289	New	+$241K	0.04%	172

Other funds holding CDX

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Advisors's CDX Position: Q2 2026 in Review

Cambridge Advisors opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 11,289 shares worth $238K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings.

92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

Cambridge Advisors held 11,289 shares of Simplify High Yield ETF worth $238K as of Q2 2026.
Simplify High Yield ETF was a new Cambridge Advisors position in Q2 2026.
Simplify High Yield ETF made up 0.04% of Cambridge Advisors's portfolio in Q2 2026, its #172 holding.
92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.