Envestnet Asset Management
CDX icon

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
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

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AWM
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AFG
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PEA
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IWS
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LPL Financial
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DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
PS
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NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return