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 Q2	$7.77M	Sell	367,962 -218,689	-37%	-$4.66M	﹤0.01%	2378
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

Other funds holding CDX

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

LPL Financial's CDX Position: Q2 2026 in Review

LPL Financial reduced its Simplify High Yield ETF (CDX) stake by 37% in Q2 2026, selling an estimated $4.66M and leaving 367,962 shares worth $7.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

LPL Financial first reported a position in CDX in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.2M in Q3 2025. 92 funds tracked by Wall St. Rank hold CDX as of Q2 2026.

LPL Financial held 367,962 shares of Simplify High Yield ETF worth $7.77M as of Q2 2026.
LPL Financial sold 218,689 Simplify High Yield ETF shares in Q2 2026, an estimated $4.66M.
Simplify High Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2378 holding.
LPL Financial first reported a position in Simplify High Yield ETF in Q3 2024 and has held it in 8 quarters since.
LPL Financial's Simplify High Yield ETF position peaked at $18.2M in Q3 2025.
92 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.