Jones Financial Companies
CDX icon

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

Other funds holding CDX

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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.