Cambridge Advisors
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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
Q3 		$235K Buy
11,631
+342
+3% +$7.07K 0.04% 173
2026
Q2 		$238K Buy
+11,289
New +$241K 0.04% 172

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
BayBridge Capital Group
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Cambridge Advisors's CDX Position: Q3 2026 in Review

Cambridge Advisors increased its Simplify High Yield ETF (CDX) stake by 3% in Q3 2026, buying an estimated $7.07K and bringing the position to 11,631 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #173.

Cambridge Advisors first reported a position in CDX in Q2 2026 and has held it in 2 quarters since. The position peaked at $238K in Q2 2026. 16 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • Cambridge Advisors held 11,631 shares of Simplify High Yield ETF worth $235K as of Q3 2026.
  • Cambridge Advisors bought 342 Simplify High Yield ETF shares in Q3 2026, an estimated $7.07K.
  • Simplify High Yield ETF made up 0.04% of Cambridge Advisors's portfolio in Q3 2026, its #173 holding.
  • Cambridge Advisors first reported a position in Simplify High Yield ETF in Q2 2026 and has held it in 2 quarters since.
  • Cambridge Advisors's Simplify High Yield ETF position peaked at $238K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.