LaSalle St. Investment Advisors’s Simplify High Yield ETF CDX Stock Holding History

LaSalle St. Investment Advisors’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	$370K	Sell	17,497 -1,515	-8%	-$32.3K	0.05%	281
2026 Q1	$406K	Sell	19,012 -280	-1%	-$6.15K	0.06%	234
2025 Q4	$429K	Buy	19,292 +6,587	+52%	+$149K	0.07%	213
2025 Q3	$291K	Buy	+12,705	New	+$292K	0.05%	254

Other funds holding CDX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 $1.01B AUM 28.81% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LaSalle St. Investment Advisors's CDX Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Simplify High Yield ETF (CDX) stake by 8% in Q2 2026, selling an estimated $32.3K and leaving 17,497 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #281.

LaSalle St. Investment Advisors first reported a position in CDX in Q3 2025 and has held it in 4 quarters since. The position peaked at $429K in Q4 2025. 91 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

LaSalle St. Investment Advisors held 17,497 shares of Simplify High Yield ETF worth $370K as of Q2 2026.
LaSalle St. Investment Advisors sold 1,515 Simplify High Yield ETF shares in Q2 2026, an estimated $32.3K.
Simplify High Yield ETF made up 0.05% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #281 holding.
LaSalle St. Investment Advisors first reported a position in Simplify High Yield ETF in Q3 2025 and has held it in 4 quarters since.
LaSalle St. Investment Advisors's Simplify High Yield ETF position peaked at $429K in Q4 2025.
91 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.