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Global Trust Asset Management’s Simplify High Yield ETF CDX Stock Holding History

Global Trust Asset Management’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 		– Sell
-500
Closed -$10.7K – 473
2026
Q1 		$10.7K Buy
+500
New +$11K ﹤0.01% 360

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PEA
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IWS
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AFG
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
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Trust Asset Management's CDX Position: Q2 2026 in Review

Global Trust Asset Management sold out of Simplify High Yield ETF (CDX) in Q2 2026, closing a stake of 500 shares — an estimated $10.7K sold.

Global Trust Asset Management first reported a position in CDX in Q1 2026 and held it in 1 quarter. The position peaked at $10.7K in Q1 2026. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Global Trust Asset Management reported no remaining Simplify High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Global Trust Asset Management sold 500 Simplify High Yield ETF shares in Q2 2026, an estimated $10.7K.
  • Global Trust Asset Management first reported a position in Simplify High Yield ETF in Q1 2026 and held it in 1 quarter.
  • Global Trust Asset Management's Simplify High Yield ETF position peaked at $10.7K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.