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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
Q3 		$11.4M Sell
566,973
-197,355
-26% -$4.08M 1.13% 24
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 $5.67B AUM 20.02% 1-Year Est. Return
BCG
BayBridge Capital Group Pleasanton, California $190M AUM 13.08% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's CDX Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Simplify High Yield ETF (CDX) stake by 26% in Q3 2026, selling an estimated $4.08M and leaving 566,973 shares worth $11.4M. The position accounts for 1.13% of the portfolio, ranked #24.

Insight Wealth Strategies first reported a position in CDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $16M in Q2 2026. 7 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

  • Insight Wealth Strategies held 566,973 shares of Simplify High Yield ETF worth $11.4M as of Q3 2026.
  • Insight Wealth Strategies sold 197,355 Simplify High Yield ETF shares in Q3 2026, an estimated $4.08M.
  • Simplify High Yield ETF made up 1.13% of Insight Wealth Strategies's portfolio in Q3 2026, its #24 holding.
  • Insight Wealth Strategies first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 5 quarters since.
  • Insight Wealth Strategies's Simplify High Yield ETF position peaked at $16M in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.