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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.6M Buy
368,894
+189,992
+106% +$4.43M 0.01% 1007
2025
Q1
$4.1M Buy
178,902
+2,925
+2% +$67.1K 0.01% 1405
2024
Q4
$3.84M Buy
175,977
+6,429
+4% +$140K 0.01% 1412
2024
Q3
$4.03M Buy
169,548
+2,833
+2% +$67.3K 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% +$52.4K 0.01% 1361
2023
Q4
$3.65M Buy
159,944
+58,726
+58% +$1.34M 0.01% 1300
2023
Q3
$2.19M Sell
101,218
-58,257
-37% -$1.26M ﹤0.01% 1551
2023
Q2
$3.48M Buy
+159,475
New +$3.48M 0.01% 1258