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IFP Advisors’s Simplify High Yield ETF CDX Stock Holding History

IFP 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
2024
Q1 		– Sell
-85
Closed -$1.94K – 3135
2023
Q4 		$1.94K Sell
85
-33
-28% -$734 ﹤0.01% 2690
2023
Q3 		$2.55K Sell
118
-195
-62% -$4.25K ﹤0.01% 2765
2023
Q2 		$6.83K Sell
313
-219
-41% -$4.8K ﹤0.01% 2424
2023
Q1 		$13.3K Sell
532
-85
-14% -$1.83K ﹤0.01% 2182
2022
Q4 		$15K Hold
617
– – ﹤0.01% 3097
2022
Q3 		$15K Buy
+617
New +$14.1K ﹤0.01% 3319

Other funds holding CDX

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's CDX Position: Q1 2024 in Review

IFP Advisors sold out of Simplify High Yield ETF (CDX) in Q1 2024, closing a stake of 85 shares — an estimated $1.94K sold.

IFP Advisors first reported a position in CDX in Q3 2022 and held it in 6 quarters. The position peaked at $15K in Q4 2022. 11 funds tracked by Wall St. Rank hold CDX as of Q1 2024.

  • IFP Advisors reported no remaining Simplify High Yield ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 85 Simplify High Yield ETF shares in Q1 2024, an estimated $1.94K.
  • IFP Advisors first reported a position in Simplify High Yield ETF in Q3 2022 and held it in 6 quarters.
  • IFP Advisors's Simplify High Yield ETF position peaked at $15K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.