Regatta Research & Money Management’s Simplify High Yield ETF CDX Stock Holding History

Regatta Research & Money Management’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	$914K	Buy	+43,300	New	+$923K	0.86%	26

Other funds holding CDX

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

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

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

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

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

Regatta Research & Money Management's CDX Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Simplify High Yield ETF (CDX) in Q2 2026: 43,300 shares worth $914K. The stake represents 0.86% of the portfolio and ranks #26 among its holdings.

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

Regatta Research & Money Management held 43,300 shares of Simplify High Yield ETF worth $914K as of Q2 2026.
Simplify High Yield ETF was a new Regatta Research & Money Management position in Q2 2026.
Simplify High Yield ETF made up 0.86% of Regatta Research & Money Management's portfolio in Q2 2026, its #26 holding.
76 funds tracked by Wall St. Rank held Simplify High Yield ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.