CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Simplify High Yield ETF CDX Stock Holding History

CAPTRUST Financial 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
2022
Q2 		– Sell
-200
Closed -$5K – 4947
2022
Q1 		$5K Buy
+200
New +$4.97K ﹤0.01% 4138

Other funds holding CDX

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors's CDX Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of Simplify High Yield ETF (CDX) in Q2 2022, closing a stake of 200 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in CDX in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 2 funds tracked by Wall St. Rank hold CDX as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining Simplify High Yield ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 200 Simplify High Yield ETF shares in Q2 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in Simplify High Yield ETF in Q1 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Simplify High Yield ETF position peaked at $5K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.