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Larson Financial Group’s Simplify High Yield ETF CDX Stock Holding History

Larson Financial Group’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
Q1 		– Hold
0
– – – 3603
2025
Q4 		– Hold
0
– – – 3426
2025
Q3 		– Sell
-528
Closed -$12.1K – 3409
2025
Q2 		$12.3K Buy
+528
New +$12.2K ﹤0.01% 1707

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 $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $474M AUM 23.44% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Larson Financial Group's CDX Position: Q1 2026 in Review

Larson Financial Group held its Simplify High Yield ETF (CDX) position steady in Q1 2026 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #3603.

Larson Financial Group first reported a position in CDX in Q2 2025 and has held it in 1 quarter since. The position peaked at $12.3K in Q2 2025. 86 funds tracked by Wall St. Rank hold CDX as of Q1 2026.

  • Larson Financial Group held 0 shares of Simplify High Yield ETF worth $9 as of Q1 2026.
  • Larson Financial Group left its Simplify High Yield ETF share count unchanged in Q1 2026.
  • Simplify High Yield ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3603 holding.
  • Larson Financial Group first reported a position in Simplify High Yield ETF in Q2 2025 and has held it in 1 quarter since.
  • Larson Financial Group's Simplify High Yield ETF position peaked at $12.3K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.