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Fortis Capital Advisors’s Simplify High Yield ETF CDX Stock Holding History

Fortis Capital 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 		$468K Buy
22,148
+2,042
+10% +$43.5K 0.05% 255
2026
Q1 		$429K Buy
+20,106
New +$442K 0.06% 250

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

Fortis Capital Advisors's CDX Position: Q2 2026 in Review

Fortis Capital Advisors increased its Simplify High Yield ETF (CDX) stake by 10% in Q2 2026, buying an estimated $43.5K and bringing the position to 22,148 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #255.

Fortis Capital Advisors first reported a position in CDX in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Fortis Capital Advisors held 22,148 shares of Simplify High Yield ETF worth $468K as of Q2 2026.
  • Fortis Capital Advisors bought 2,042 Simplify High Yield ETF shares in Q2 2026, an estimated $43.5K.
  • Simplify High Yield ETF made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #255 holding.
  • Fortis Capital Advisors first reported a position in Simplify High Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.