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Key Capital Management’s Simplify High Yield ETF CDX Stock Holding History

Key Capital Management’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 		$2.56K Buy
+121
New +$2.58K ﹤0.01% 543

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
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Key Capital Management's CDX Position: Q2 2026 in Review

Key Capital Management opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 121 shares worth $2.56K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings.

55 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

  • Key Capital Management held 121 shares of Simplify High Yield ETF worth $2.56K as of Q2 2026.
  • Simplify High Yield ETF was a new Key Capital Management position in Q2 2026.
  • Simplify High Yield ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #543 holding.
  • 55 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.