FFA
CDX icon

Farther Finance Advisors’s Simplify High Yield ETF CDX Stock Holding History

Farther Finance 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
Q3 		$403 Sell
20
-1
-5% -$21 ﹤0.01% 5786
2026
Q2 		$444 Hold
21
– – ﹤0.01% 5558
2026
Q1 		$450 Hold
21
– – ﹤0.01% 5294
2025
Q4 		$468 Buy
+21
New +$475 ﹤0.01% 5066

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors's CDX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Simplify High Yield ETF (CDX) stake by 4.8% in Q3 2026, selling an estimated $21 and leaving 20 shares worth $403. The position accounts for ﹤0.01% of the portfolio, ranked #5786.

Farther Finance Advisors first reported a position in CDX in Q4 2025 and has held it in 4 quarters since. The position peaked at $468 in Q4 2025. 9 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • Farther Finance Advisors held 20 shares of Simplify High Yield ETF worth $403 as of Q3 2026.
  • Farther Finance Advisors sold 1 Simplify High Yield ETF share in Q3 2026, an estimated $21.
  • Simplify High Yield ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5786 holding.
  • Farther Finance Advisors first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Simplify High Yield ETF position peaked at $468 in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.