Janney Montgomery Scott
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Janney Montgomery Scott’s Simplify High Yield ETF CDX Stock Holding History

Janney Montgomery Scott’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 		$2.85M Buy
134,820
+62,881
+87% +$1.34M 0.01% 1282
2026
Q1 		$1.53M Buy
71,939
+61,317
+577% +$1.35M ﹤0.01% 1417
2025
Q4 		$237K Sell
10,622
-43,887
-81% -$993K ﹤0.01% 2702
2025
Q3 		$1.25M Buy
54,509
+7,981
+17% +$183K ﹤0.01% 1564
2025
Q2 		$1.08M Buy
+46,528
New +$1.07M ﹤0.01% 1536

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

Janney Montgomery Scott's CDX Position: Q2 2026 in Review

Janney Montgomery Scott increased its Simplify High Yield ETF (CDX) stake by 87% in Q2 2026, buying an estimated $1.34M and bringing the position to 134,820 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #1282.

Janney Montgomery Scott first reported a position in CDX in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Janney Montgomery Scott held 134,820 shares of Simplify High Yield ETF worth $2.85M as of Q2 2026.
  • Janney Montgomery Scott bought 62,881 Simplify High Yield ETF shares in Q2 2026, an estimated $1.34M.
  • Simplify High Yield ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1282 holding.
  • Janney Montgomery Scott first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.