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EP Wealth Advisors’s Simplify High Yield ETF CDX Stock Holding History

EP Wealth Advisors’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 		$155K Buy
+7,336
New +$156K ﹤0.01% 1585

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

EP Wealth Advisors's CDX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 7,336 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings.

92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • EP Wealth Advisors held 7,336 shares of Simplify High Yield ETF worth $155K as of Q2 2026.
  • Simplify High Yield ETF was a new EP Wealth Advisors position in Q2 2026.
  • Simplify High Yield ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1585 holding.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.