HRT Financial
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HRT Financial’s Simplify High Yield ETF CDX Stock Holding History

HRT Financial’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 		$266K Buy
+12,613
New +$269K ﹤0.01% 3176
2026
Q1 		– Sell
-17,054
Closed -$379K – 3873
2025
Q4 		$379K Buy
+17,054
New +$386K ﹤0.01% 2253

Other funds holding CDX

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $1.01B AUM 28.81% 1-Year Est. Return
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
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HRT Financial's CDX Position: Q2 2026 in Review

HRT Financial opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 12,613 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #3176 among its holdings. This is a return to the name: HRT Financial previously reported a position in CDX as recently as Q4 2025.

HRT Financial first reported a position in CDX in Q4 2025 and has held it in 2 quarters since. The position peaked at $379K in Q4 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • HRT Financial held 12,613 shares of Simplify High Yield ETF worth $266K as of Q2 2026.
  • Simplify High Yield ETF was a new HRT Financial position in Q2 2026.
  • Simplify High Yield ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3176 holding.
  • HRT Financial first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • HRT Financial's Simplify High Yield ETF position peaked at $379K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.