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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
Q2 		$1.29K Buy
+61
New +$1.3K ﹤0.01% 421

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Halbert Hargrove Global Advisors's CDX Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 61 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

40 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Halbert Hargrove Global Advisors held 61 shares of Simplify High Yield ETF worth $1.29K as of Q2 2026.
  • Simplify High Yield ETF was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Simplify High Yield ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #421 holding.
  • 40 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.