LPL Financial
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LPL Financial’s Simplify High Yield ETF CDX Stock Holding History

LPL Financial’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 		$12.5M Sell
586,651
-138,531
-19% -$3.04M ﹤0.01% 1811
2025
Q4 		$16.1M Sell
725,182
-71,077
-9% -$1.61M ﹤0.01% 1549
2025
Q3 		$18.2M Buy
796,259
+374,656
+89% +$8.61M 0.01% 1425
2025
Q2 		$9.83M Buy
421,603
+388,996
+1,193% +$8.98M ﹤0.01% 1730
2025
Q1 		$748K Buy
32,607
+6,754
+26% +$153K ﹤0.01% 3793
2024
Q4 		$564K Buy
25,853
+5,196
+25% +$121K ﹤0.01% 3999
2024
Q3 		$490K Buy
+20,657
New +$487K ﹤0.01% 4012

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