Kestra Advisory Services’s Simplify High Yield ETF CDX Stock Holding History

Kestra Advisory Services’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	$375K	Sell	18,616 -457	-2%	-$9.45K	﹤0.01%	2748
2026 Q2	$403K	Buy	19,073 +730	+4%	+$15.6K	﹤0.01%	2509
2026 Q1	$391K	Buy	18,343 +831	+5%	+$18.3K	﹤0.01%	2416
2025 Q4	$390K	Buy	17,512 +69	+0.4%	+$1.56K	﹤0.01%	2334
2025 Q3	$400K	Buy	+17,443	New	+$401K	﹤0.01%	2218

Other funds holding CDX

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Kestra Advisory Services's CDX Position: Q3 2026 in Review

Kestra Advisory Services reduced its Simplify High Yield ETF (CDX) stake by 2.4% in Q3 2026, selling an estimated $9.45K and leaving 18,616 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Kestra Advisory Services first reported a position in CDX in Q3 2025 and has held it in 5 quarters since. The position peaked at $403K in Q2 2026. 52 funds tracked by Wall St. Rank hold CDX as of Q3 2026.

Kestra Advisory Services held 18,616 shares of Simplify High Yield ETF worth $375K as of Q3 2026.
Kestra Advisory Services sold 457 Simplify High Yield ETF shares in Q3 2026, an estimated $9.45K.
Simplify High Yield ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2748 holding.
Kestra Advisory Services first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 5 quarters since.
Kestra Advisory Services's Simplify High Yield ETF position peaked at $403K in Q2 2026.
52 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.