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Insight Wealth Strategies’s Simplify High Yield ETF CDX Stock Holding History

Insight Wealth Strategies’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 		$16M Buy
764,328
+84,230
+12% +$1.8M 1.56% 20
2026
Q1 		$14.5M Buy
680,098
+32,866
+5% +$722K 1.62% 15
2025
Q4 		$14.4M Buy
647,232
+132,380
+26% +$2.99M 1.65% 17
2025
Q3 		$11.8M Buy
+514,852
New +$11.8M 1.39% 23

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
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Insight Wealth Strategies's CDX Position: Q2 2026 in Review

Insight Wealth Strategies increased its Simplify High Yield ETF (CDX) stake by 12% in Q2 2026, buying an estimated $1.8M and bringing the position to 764,328 shares worth $16M. The position accounts for 1.56% of the portfolio, ranked #20.

Insight Wealth Strategies first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Insight Wealth Strategies held 764,328 shares of Simplify High Yield ETF worth $16M as of Q2 2026.
  • Insight Wealth Strategies bought 84,230 Simplify High Yield ETF shares in Q2 2026, an estimated $1.8M.
  • Simplify High Yield ETF made up 1.56% of Insight Wealth Strategies's portfolio in Q2 2026, its #20 holding.
  • Insight Wealth Strategies first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.