Envestnet Asset Management
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Envestnet Asset Management’s Simplify High Yield ETF CDX Stock Holding History

Envestnet Asset Management’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 		$35M Buy
1,655,982
+159,062
+11% +$3.39M 0.01% 1068
2026
Q1 		$31.9M Buy
1,496,920
+127,368
+9% +$2.8M 0.01% 1046
2025
Q4 		$30.5M Buy
1,369,552
+1,202,157
+718% +$27.2M 0.01% 994
2025
Q3 		$3.84M Buy
167,395
+97,582
+140% +$2.24M ﹤0.01% 2435
2025
Q2 		$1.63M Buy
69,813
+41,978
+151% +$969K ﹤0.01% 2968
2025
Q1 		$639K Sell
27,835
-22,571
-45% -$510K ﹤0.01% 3470
2024
Q4 		$1.1M Buy
50,406
+18,119
+56% +$421K ﹤0.01% 3113
2024
Q3 		$766K Buy
+32,287
New +$762K ﹤0.01% 3282
2023
Q2 		– Sell
-14,775
Closed -$324K – 3968
2023
Q1 		$324K Buy
14,775
+2,769
+23% +$59.5K ﹤0.01% 3408
2022
Q4 		$257K Buy
+12,006
New +$265K ﹤0.01% 3531

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Envestnet Asset Management's CDX Position: Q2 2026 in Review

Envestnet Asset Management increased its Simplify High Yield ETF (CDX) stake by 11% in Q2 2026, buying an estimated $3.39M and bringing the position to 1,655,982 shares worth $35M. The position accounts for 0.01% of the portfolio, ranked #1068.

Envestnet Asset Management first reported a position in CDX in Q4 2022 and has held it in 10 quarters since. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Envestnet Asset Management held 1,655,982 shares of Simplify High Yield ETF worth $35M as of Q2 2026.
  • Envestnet Asset Management bought 159,062 Simplify High Yield ETF shares in Q2 2026, an estimated $3.39M.
  • Simplify High Yield ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1068 holding.
  • Envestnet Asset Management first reported a position in Simplify High Yield ETF in Q4 2022 and has held it in 10 quarters since.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.