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Coldstream Capital Management’s Simplify High Yield ETF CDX Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-111
Closed -$2.55K – 1509
2025
Q1 		$2.55K Buy
+111
New +$2.51K ﹤0.01% 2926

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Coldstream Capital Management's CDX Position: Q2 2025 in Review

Coldstream Capital Management sold out of Simplify High Yield ETF (CDX) in Q2 2025, closing a stake of 111 shares — an estimated $2.55K sold.

Coldstream Capital Management first reported a position in CDX in Q1 2025 and held it in 1 quarter. The position peaked at $2.55K in Q1 2025. 47 funds tracked by Wall St. Rank hold CDX as of Q2 2025.

  • Coldstream Capital Management reported no remaining Simplify High Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 111 Simplify High Yield ETF shares in Q2 2025, an estimated $2.55K.
  • Coldstream Capital Management first reported a position in Simplify High Yield ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Simplify High Yield ETF position peaked at $2.55K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.