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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
Q2 		– Hold
0
– – – 3733
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 $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
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Larson Financial Group's CDX Position: Q2 2026 in Review

Larson Financial Group held its Simplify High Yield ETF (CDX) position steady in Q2 2026 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

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

  • Larson Financial Group held 0 shares of Simplify High Yield ETF worth $9 as of Q2 2026.
  • Larson Financial Group left its Simplify High Yield ETF share count unchanged in Q2 2026.
  • Simplify High Yield ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3733 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.
  • 91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.