Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Simplify High Yield ETF CDX Stock Holding History

Halbert Hargrove Global 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
Q3 		$1.23K Hold
61
– – ﹤0.01% 340
2026
Q2 		$1.29K Buy
+61
New +$1.3K ﹤0.01% 421

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Meridian Wealth Management
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LPL Financial
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Soltis Investment Advisors
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Commonwealth Equity Services
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Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Advisor OS
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Halbert Hargrove Global Advisors's CDX Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Simplify High Yield ETF (CDX) position steady in Q3 2026 at 61 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Halbert Hargrove Global Advisors first reported a position in CDX in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.29K in Q2 2026. 52 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • Halbert Hargrove Global Advisors held 61 shares of Simplify High Yield ETF worth $1.23K as of Q3 2026.
  • Halbert Hargrove Global Advisors left its Simplify High Yield ETF share count unchanged in Q3 2026.
  • Simplify High Yield ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #340 holding.
  • Halbert Hargrove Global Advisors first reported a position in Simplify High Yield ETF in Q2 2026 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Simplify High Yield ETF position peaked at $1.29K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.