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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
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 $5.56B AUM 26.66% 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
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Farther Finance Advisors's CDX Position: Q2 2026 in Review

Farther Finance Advisors held its Simplify High Yield ETF (CDX) position steady in Q2 2026 at 21 shares worth $444. The position accounts for ﹤0.01% of the portfolio, ranked #5558.

Farther Finance Advisors first reported a position in CDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $468 in Q4 2025. 13 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Farther Finance Advisors held 21 shares of Simplify High Yield ETF worth $444 as of Q2 2026.
  • Farther Finance Advisors left its Simplify High Yield ETF share count unchanged in Q2 2026.
  • Simplify High Yield ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5558 holding.
  • Farther Finance Advisors first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's Simplify High Yield ETF position peaked at $468 in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.