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 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Centennial Wealth Advisory's CDX Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Simplify High Yield ETF (CDX) stake by 0.92% in Q2 2026, buying an estimated $19.3K and bringing the position to 99,052 shares worth $2.09M. The position accounts for 0.45% of the portfolio, ranked #38.

Centennial Wealth Advisory first reported a position in CDX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q1 2026. 13 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

Centennial Wealth Advisory held 99,052 shares of Simplify High Yield ETF worth $2.09M as of Q2 2026.
Centennial Wealth Advisory bought 907 Simplify High Yield ETF shares in Q2 2026, an estimated $19.3K.
Simplify High Yield ETF made up 0.45% of Centennial Wealth Advisory's portfolio in Q2 2026, its #38 holding.
Centennial Wealth Advisory first reported a position in Simplify High Yield ETF in Q3 2024 and has held it in 8 quarters since.
Centennial Wealth Advisory's Simplify High Yield ETF position peaked at $2.09M in Q1 2026.
13 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.