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

Cambridge Investment Research 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	–	Sell	-24,177	Closed	-$516K	–	4064
2026 Q1	$516K	Buy	24,177 +2,391	+11%	+$52.5K	﹤0.01%	2779
2025 Q4	$485K	Buy	21,786 +9,431	+76%	+$213K	﹤0.01%	2743
2025 Q3	$283K	Buy	12,355 +3,185	+35%	+$73.2K	﹤0.01%	3159
2025 Q2	$214K	Buy	+9,170	New	+$212K	﹤0.01%	3292
2024 Q2	–	Sell	-9,558	Closed	-$219K	–	3332
2024 Q1	$219K	Buy	+9,558	New	+$220K	﹤0.01%	2956

Other funds holding CDX

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 $1.01B AUM 28.81% 1-Year Est. Return

AFG

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

DWM

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 Investment Research Advisors's CDX Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 24,177 shares — an estimated $516K sold.

Cambridge Investment Research Advisors first reported a position in CDX in Q1 2024 and held it in 5 quarters. The position peaked at $516K in Q1 2026. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

Cambridge Investment Research Advisors reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 24,177 Simplify High Yield ETF shares in Q2 2026, an estimated $516K.
Cambridge Investment Research Advisors first reported a position in Simplify High Yield ETF in Q1 2024 and held it in 5 quarters.
Cambridge Investment Research Advisors's Simplify High Yield ETF position peaked at $516K in Q1 2026.
91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.