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
2025
Q2 		$1.63M Buy
2025
Q1 		$639K Sell
2024
Q4 		$1.1M Buy
2024
Q3 		$766K Buy
2023
Q2 		– Sell
2023
Q1 		$324K Buy
2022
Q4 		$257K Buy