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GWN Securities’s Simplify High Yield ETF CDX Stock Holding History

GWN 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
2025
Q3 		– Sell
-13,724
Closed -$320K – 396
2025
Q2 		$320K Buy
+13,724
New +$317K 0.06% 288

Other funds holding CDX

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

GWN Securities's CDX Position: Q3 2025 in Review

GWN Securities sold out of Simplify High Yield ETF (CDX) in Q3 2025, closing a stake of 13,724 shares — an estimated $320K sold.

GWN Securities first reported a position in CDX in Q2 2025 and held it in 1 quarter. The position peaked at $320K in Q2 2025. 68 funds tracked by Wall St. Rank hold CDX as of Q3 2025.

  • GWN Securities reported no remaining Simplify High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • GWN Securities sold 13,724 Simplify High Yield ETF shares in Q3 2025, an estimated $320K.
  • GWN Securities first reported a position in Simplify High Yield ETF in Q2 2025 and held it in 1 quarter.
  • GWN Securities's Simplify High Yield ETF position peaked at $320K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.