Commonwealth Equity Services
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Commonwealth Equity Services’s Simplify High Yield ETF CDX Stock Holding History

Commonwealth Equity Services’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 		$3.63M Sell
172,024
-17,397
-9% -$371K ﹤0.01% 1649
2026
Q1 		$4.04M Sell
189,421
-197,235
-51% -$4.33M 0.01% 1494
2025
Q4 		$8.61M Buy
386,656
+12,943
+3% +$293K 0.01% 978
2025
Q3 		$8.56M Buy
373,713
+4,819
+1% +$111K 0.01% 1006
2025
Q2 		$8.6M Buy
368,894
+189,992
+106% +$4.38M 0.01% 1007
2025
Q1 		$4.1M Buy
178,902
+2,925
+2% +$66.1K 0.01% 1405
2024
Q4 		$3.84M Buy
175,977
+6,429
+4% +$149K 0.01% 1412
2024
Q3 		$4.03M Buy
169,548
+2,833
+2% +$66.8K 0.01% 1367
2024
Q2 		$3.83M Buy
166,715
+4,487
+3% +$103K 0.01% 1349
2024
Q1 		$3.72M Buy
162,228
+2,284
+1% +$52.6K 0.01% 1361
2023
Q4 		$3.65M Buy
159,944
+58,726
+58% +$1.31M 0.01% 1300
2023
Q3 		$2.19M Sell
101,218
-58,257
-37% -$1.27M ﹤0.01% 1551
2023
Q2 		$3.48M Buy
+159,475
New +$3.5M 0.01% 1258

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

Commonwealth Equity Services's CDX Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Simplify High Yield ETF (CDX) stake by 9.2% in Q2 2026, selling an estimated $371K and leaving 172,024 shares worth $3.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Commonwealth Equity Services first reported a position in CDX in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.61M in Q4 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Commonwealth Equity Services held 172,024 shares of Simplify High Yield ETF worth $3.63M as of Q2 2026.
  • Commonwealth Equity Services sold 17,397 Simplify High Yield ETF shares in Q2 2026, an estimated $371K.
  • Simplify High Yield ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1649 holding.
  • Commonwealth Equity Services first reported a position in Simplify High Yield ETF in Q2 2023 and has held it in 13 quarters since.
  • Commonwealth Equity Services's Simplify High Yield ETF position peaked at $8.61M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.