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Flagship Harbor Advisors’s Simplify High Yield ETF CDX Stock Holding History

Flagship Harbor 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 		$6.72M Buy
318,211
+31,898
+11% +$680K 0.26% 97
2026
Q1 		$6.11M Buy
286,313
+34,274
+14% +$753K 0.27% 92
2025
Q4 		$5.61M Buy
252,039
+5,986
+2% +$135K 0.26% 90
2025
Q3 		$5.64M Buy
246,053
+20,898
+9% +$480K 0.25% 94
2025
Q2 		$5.25M Buy
225,155
+5,657
+3% +$131K 0.25% 93
2025
Q1 		$5.04M Buy
219,498
+35,796
+19% +$809K 0.26% 84
2024
Q4 		$4.01M Buy
183,702
+57,741
+46% +$1.34M 0.21% 102
2024
Q3 		$2.99M Sell
125,961
-2,620
-2% -$61.8K 0.16% 128
2024
Q2 		$2.95M Buy
+128,581
New +$2.95M 0.18% 124

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

Flagship Harbor Advisors's CDX Position: Q2 2026 in Review

Flagship Harbor Advisors increased its Simplify High Yield ETF (CDX) stake by 11% in Q2 2026, buying an estimated $680K and bringing the position to 318,211 shares worth $6.72M. The position accounts for 0.26% of the portfolio, ranked #97.

Flagship Harbor Advisors first reported a position in CDX in Q2 2024 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Flagship Harbor Advisors held 318,211 shares of Simplify High Yield ETF worth $6.72M as of Q2 2026.
  • Flagship Harbor Advisors bought 31,898 Simplify High Yield ETF shares in Q2 2026, an estimated $680K.
  • Simplify High Yield ETF made up 0.26% of Flagship Harbor Advisors's portfolio in Q2 2026, its #97 holding.
  • Flagship Harbor Advisors first reported a position in Simplify High Yield ETF in Q2 2024 and has held it in 9 quarters since.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.