Cambridge Investment Research Advisors
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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

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
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. 92 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.
  • 92 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.