Fifth Third Securities
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Fifth Third Securities’s Simplify High Yield ETF CDX Stock Holding History

Fifth Third Securities’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 		$3.49M Buy
165,206
+34,788
+27% +$742K 0.2% 115
2026
Q1 		$2.78M Buy
130,418
+14,893
+13% +$327K 0.18% 123
2025
Q4 		$2.57M Buy
115,525
+67
+0.1% +$1.52K 0.17% 130
2025
Q3 		$2.65M Buy
+115,458
New +$2.65M 0.18% 124

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
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
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
Principal Securities
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
Brinker Capital Investments
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

Fifth Third Securities's CDX Position: Q2 2026 in Review

Fifth Third Securities increased its Simplify High Yield ETF (CDX) stake by 27% in Q2 2026, buying an estimated $742K and bringing the position to 165,206 shares worth $3.49M. The position accounts for 0.2% of the portfolio, ranked #115.

Fifth Third Securities first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Fifth Third Securities held 165,206 shares of Simplify High Yield ETF worth $3.49M as of Q2 2026.
  • Fifth Third Securities bought 34,788 Simplify High Yield ETF shares in Q2 2026, an estimated $742K.
  • Simplify High Yield ETF made up 0.2% of Fifth Third Securities's portfolio in Q2 2026, its #115 holding.
  • Fifth Third Securities first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.