Jones Financial Companies
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Jones Financial Companies’s Simplify High Yield ETF CDX Stock Holding History

Jones Financial Companies’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
2025
Q2 		– Sell
-482
Closed -$11K – 4047
2025
Q1 		$11K Buy
+482
New +$10.9K ﹤0.01% 2667

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Jones Financial Companies's CDX Position: Q2 2025 in Review

Jones Financial Companies sold out of Simplify High Yield ETF (CDX) in Q2 2025, closing a stake of 482 shares — an estimated $11K sold.

Jones Financial Companies first reported a position in CDX in Q1 2025 and held it in 1 quarter. The position peaked at $11K in Q1 2025. 47 funds tracked by Wall St. Rank hold CDX as of Q2 2025.

  • Jones Financial Companies reported no remaining Simplify High Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 482 Simplify High Yield ETF shares in Q2 2025, an estimated $11K.
  • Jones Financial Companies first reported a position in Simplify High Yield ETF in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's Simplify High Yield ETF position peaked at $11K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.