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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
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

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Cooper Financial Group's CDX Position: Q2 2026 in Review

Cooper Financial Group held its Simplify High Yield ETF (CDX) position steady in Q2 2026 at 30,024 shares worth $634K. 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 3 quarters since. The position peaked at $669K in Q4 2025. 13 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Cooper Financial Group held 30,024 shares of Simplify High Yield ETF worth $634K as of Q2 2026.
  • Cooper Financial Group left its Simplify High Yield ETF share count unchanged in Q2 2026.
  • Simplify High Yield ETF made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #231 holding.
  • Cooper Financial Group first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Cooper Financial Group's Simplify High Yield ETF position peaked at $669K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.