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Clearstead Advisors’s Simplify High Yield ETF CDX Stock Holding History

Clearstead 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 		$3.17K Sell
150
-125
-45% -$2.67K ﹤0.01% 2318
2026
Q1 		$5.87K Sell
275
-1,430
-84% -$31.4K ﹤0.01% 1716
2025
Q4 		$38K Buy
+1,705
New +$38.6K ﹤0.01% 1507

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

Clearstead Advisors's CDX Position: Q2 2026 in Review

Clearstead Advisors reduced its Simplify High Yield ETF (CDX) stake by 45% in Q2 2026, selling an estimated $2.67K and leaving 150 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Clearstead Advisors first reported a position in CDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $38K in Q4 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Clearstead Advisors held 150 shares of Simplify High Yield ETF worth $3.17K as of Q2 2026.
  • Clearstead Advisors sold 125 Simplify High Yield ETF shares in Q2 2026, an estimated $2.67K.
  • Simplify High Yield ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2318 holding.
  • Clearstead Advisors first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Simplify High Yield ETF position peaked at $38K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.