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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
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return