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Equitable Holdings’s Simplify High Yield ETF CDX Stock Holding History

Equitable Holdings’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
Q4 		– Sell
-16,200
Closed -$371K – 1593
2025
Q3 		$371K Buy
16,200
+3,650
+29% +$83.8K ﹤0.01% 1180
2025
Q2 		$293K Buy
+12,550
New +$290K ﹤0.01% 1196

Other funds holding CDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Equitable Holdings's CDX Position: Q4 2025 in Review

Equitable Holdings sold out of Simplify High Yield ETF (CDX) in Q4 2025, closing a stake of 16,200 shares — an estimated $371K sold.

Equitable Holdings first reported a position in CDX in Q2 2025 and held it in 2 quarters. The position peaked at $371K in Q3 2025. 85 funds tracked by Wall St. Rank hold CDX as of Q4 2025.

  • Equitable Holdings reported no remaining Simplify High Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Equitable Holdings sold 16,200 Simplify High Yield ETF shares in Q4 2025, an estimated $371K.
  • Equitable Holdings first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 2 quarters.
  • Equitable Holdings's Simplify High Yield ETF position peaked at $371K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q4 2025.

Based on Equitable Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.