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
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

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