Centennial Wealth Advisory’s Simplify High Yield ETF CDX Stock Holding History

Centennial Wealth Advisory’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	$2.02M	Buy	100,079 +1,027	+1%	+$21.2K	0.42%	38
2026 Q2	$2.09M	Buy	99,052 +907	+0.9%	+$19.3K	0.45%	38
2026 Q1	$2.09M	Buy	98,145 +7,707	+9%	+$169K	0.51%	36
2025 Q4	$2.01M	Buy	90,438 +6,608	+8%	+$149K	0.53%	36
2025 Q3	$1.92M	Buy	83,830 +3,409	+4%	+$78.3K	0.53%	37
2025 Q2	$1.88M	Buy	80,421 +27,069	+51%	+$625K	0.6%	32
2025 Q1	$1.22M	Buy	53,352 +9,996	+23%	+$226K	0.44%	32
2024 Q4	$946K	Sell	43,356 -5,329	-11%	-$124K	0.37%	34
2024 Q3	$1.16M	Buy	+48,685	New	+$1.15M	0.45%	26

Other funds holding CDX

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

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return

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 Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Centennial Wealth Advisory's CDX Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Simplify High Yield ETF (CDX) stake by 1% in Q3 2026, buying an estimated $21.2K and bringing the position to 100,079 shares worth $2.02M. The position accounts for 0.42% of the portfolio, ranked #38.

Centennial Wealth Advisory first reported a position in CDX in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q1 2026. 16 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

Centennial Wealth Advisory held 100,079 shares of Simplify High Yield ETF worth $2.02M as of Q3 2026.
Centennial Wealth Advisory bought 1,027 Simplify High Yield ETF shares in Q3 2026, an estimated $21.2K.
Simplify High Yield ETF made up 0.42% of Centennial Wealth Advisory's portfolio in Q3 2026, its #38 holding.
Centennial Wealth Advisory first reported a position in Simplify High Yield ETF in Q3 2024 and has held it in 9 quarters since.
Centennial Wealth Advisory's Simplify High Yield ETF position peaked at $2.09M in Q1 2026.
16 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.