Cooper Financial Group
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Cooper Financial Group’s Simplify High Yield ETF CDX Stock Holding History

Cooper Financial Group’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
Q3 		$606K Buy
30,041
+17
+0.1% +$351 0.05% 231
2026
Q2 		$634K Hold
30,024
– – 0.05% 231
2026
Q1 		$641K Hold
30,024
– – 0.06% 219
2025
Q4 		$669K Buy
+30,024
New +$679K 0.07% 195

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Centennial Wealth Advisory
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Mosley Wealth Management
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RPGK
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SteelPeak Wealth
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Norden Group
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Heck Capital Advisors
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Cooper Financial Group's CDX Position: Q3 2026 in Review

Cooper Financial Group increased its Simplify High Yield ETF (CDX) stake by 0.06% in Q3 2026, buying an estimated $351 and bringing the position to 30,041 shares worth $606K. The position accounts for 0.05% of the portfolio, ranked #231.

Cooper Financial Group first reported a position in CDX in Q4 2025 and has held it in 4 quarters since. The position peaked at $669K in Q4 2025. 18 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • Cooper Financial Group held 30,041 shares of Simplify High Yield ETF worth $606K as of Q3 2026.
  • Cooper Financial Group bought 17 Simplify High Yield ETF shares in Q3 2026, an estimated $351.
  • Simplify High Yield ETF made up 0.05% of Cooper Financial Group's portfolio in Q3 2026, its #231 holding.
  • Cooper Financial Group first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 4 quarters since.
  • Cooper Financial Group's Simplify High Yield ETF position peaked at $669K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.