Cetera Investment Advisers
CDX icon

Cetera Investment Advisers’s Simplify High Yield ETF CDX Stock Holding History

Cetera Investment Advisers’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 		$310K Buy
14,685
+5,124
+54% +$109K ﹤0.01% 4122
2026
Q1 		$204K Sell
9,561
-29,022
-75% -$638K ﹤0.01% 4274
2025
Q4 		$859K Sell
38,583
-40
-0.1% -$905 ﹤0.01% 2957
2025
Q3 		$885K Buy
+38,623
New +$887K ﹤0.01% 2873

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

Cetera Investment Advisers's CDX Position: Q2 2026 in Review

Cetera Investment Advisers increased its Simplify High Yield ETF (CDX) stake by 54% in Q2 2026, buying an estimated $109K and bringing the position to 14,685 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #4122.

Cetera Investment Advisers first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $885K in Q3 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Cetera Investment Advisers held 14,685 shares of Simplify High Yield ETF worth $310K as of Q2 2026.
  • Cetera Investment Advisers bought 5,124 Simplify High Yield ETF shares in Q2 2026, an estimated $109K.
  • Simplify High Yield ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4122 holding.
  • Cetera Investment Advisers first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Simplify High Yield ETF position peaked at $885K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.