IWA
CDX icon

Independent Wealth Advisors’s Simplify High Yield ETF CDX Stock Holding History

Independent Wealth 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 		$968K Sell
45,848
-56,542
-55% -$1.21M 0.88% 28
2026
Q1 		$2.19M Sell
102,390
-3,458
-3% -$76K 2.15% 14
2025
Q4 		$2.36M Buy
+105,848
New +$2.39M 2.46% 14

Other funds holding CDX

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
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 $1.02B AUM 38% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PS
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
BCI
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

Independent Wealth Advisors's CDX Position: Q2 2026 in Review

Independent Wealth Advisors reduced its Simplify High Yield ETF (CDX) stake by 55% in Q2 2026, selling an estimated $1.21M and leaving 45,848 shares worth $968K. The position accounts for 0.88% of the portfolio, ranked #28.

Independent Wealth Advisors first reported a position in CDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.36M in Q4 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Independent Wealth Advisors held 45,848 shares of Simplify High Yield ETF worth $968K as of Q2 2026.
  • Independent Wealth Advisors sold 56,542 Simplify High Yield ETF shares in Q2 2026, an estimated $1.21M.
  • Simplify High Yield ETF made up 0.88% of Independent Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Independent Wealth Advisors first reported a position in Simplify High Yield ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Wealth Advisors's Simplify High Yield ETF position peaked at $2.36M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.