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

Heck 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	$378K	Buy	17,900 +3,725	+26%	+$79.4K	0.02%	169
2026 Q1	$302K	Buy	14,175 +1,200	+9%	+$26.4K	0.02%	176
2025 Q4	$289K	Buy	12,975 +1,030	+9%	+$23.3K	0.02%	193
2025 Q3	$274K	Buy	11,945 +2,384	+25%	+$54.8K	0.02%	179
2025 Q2	$223K	Buy	+9,561	New	+$221K	0.02%	172
2024 Q2	–	Sell	-109	Closed	-$2.5K	–	200
2024 Q1	$2.5K	Hold	109	–	–	﹤0.01%	191
2023 Q4	$2.49K	Buy	+109	New	+$2.42K	﹤0.01%	186

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

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

BCG

BayBridge Capital Group Pleasanton, California $192M AUM 24.12% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

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

Heck Capital Advisors increased its Simplify High Yield ETF (CDX) stake by 26% in Q2 2026, buying an estimated $79.4K and bringing the position to 17,900 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #169.

Heck Capital Advisors first reported a position in CDX in Q4 2023 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

Heck Capital Advisors held 17,900 shares of Simplify High Yield ETF worth $378K as of Q2 2026.
Heck Capital Advisors bought 3,725 Simplify High Yield ETF shares in Q2 2026, an estimated $79.4K.
Simplify High Yield ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #169 holding.
Heck Capital Advisors first reported a position in Simplify High Yield ETF in Q4 2023 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.