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Cove Street Capital’s Simplify High Yield ETF CDX Stock Holding History

Cove Street Capital’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
2025
Q3 		$380K Buy
+16,577
New +$381K 0.5% 40

Other funds holding CDX

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Cove Street Capital's CDX Position: Q3 2025 in Review

Cove Street Capital opened a new position in Simplify High Yield ETF (CDX) in Q3 2025: 16,577 shares worth $380K. The stake represents 0.5% of the portfolio and ranks #40 among its holdings.

68 funds tracked by Wall St. Rank hold CDX as of Q3 2025.

  • Cove Street Capital held 16,577 shares of Simplify High Yield ETF worth $380K as of Q3 2025.
  • Simplify High Yield ETF was a new Cove Street Capital position in Q3 2025.
  • Simplify High Yield ETF made up 0.5% of Cove Street Capital's portfolio in Q3 2025, its #40 holding.
  • 68 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2025.

Based on Cove Street Capital's 13F filing for Q3 2025, filed 13 Nov 2025.