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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

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
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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.

13 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.
  • 13 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.